Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE WEALTH ADVISORS | COM | 351 | $158,000 | 4,154 | 0.01 | 4,154 | +Inf | 06-30-2021 | |
WIPFLI FINANCIAL ADVISORS LLC | COM | 352 | $249,000 | 3,732 | 0.02 | 3,732 | +Inf | 09-30-2022 |