Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | COM | 301 | $70,800 | 10,000 | 0.00 | 10,000 | +Inf | 09-30-2020 | |
WIPFLI FINANCIAL ADVISORS LLC | COM | 302 | $43,000 | 6,769 | 0.00 | 6,769 | +Inf | 09-30-2022 | |
QUADRANT CAPITAL GROUP LLC | COM | 303 | $31,147 | 6,727 | 0.00 | 0.00 | 1,199 | 21.69 | 06-30-2024 |
AMALGAMATED BANK | COM | 304 | $30,000 | 6,410 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |