Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 1651 | $1,180,000 | 8,201 | 0.08 | 8,201 | +Inf | 09-30-2022 | |
FINANCIAL ENGINES ADVISORS LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 134 | 1.66 | 03-31-2024 |
THRIVE WEALTH MANAGEMENT LLC | COM | 1653 | $1,658,943 | 8,181 | 0.00 | 0.00 | 2,642 | 47.70 | 09-30-2023 |
BANGOR SAVINGS BANK | COM | 1654 | $2,458,231 | 8,162 | 0.00 | 0.00 | -351 | -4.12 | 03-31-2024 |