Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MONTAG A & ASSOCIATES INC | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | -452 | -13.97 | 12-31-2023 |
WIPFLI FINANCIAL ADVISORS LLC | SHS | 752 | $31,000 | 2,738 | 0.00 | 2,738 | +Inf | 09-30-2022 | |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 753 | $57,180 | 2,732 | 0.00 | 0.02 | 155 | 6.01 | 03-31-2024 |
CUTLER GROUP LLC / CA | SHS | 754 | $56,000 | 2,695 | 0.02 | 0.01 | -319 | -10.58 | 03-31-2024 |