Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNATUREFD LLC | COM | 401 | $38,361 | 452 | 0.00 | 0.00 | 22 | 5.12 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 402 | $14,000 | 375 | 0.00 | 375 | +Inf | 09-30-2022 | |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 403 | $31,317 | 369 | 0.00 | 0.00 | 134 | 57.02 | 03-31-2024 |
AVIOR WEALTH MANAGEMENT LLC | Stock | 404 | $27,837 | 328 | 0.00 | 328 | +Inf | 03-31-2024 |