Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASSET DEDICATION LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WIPFLI FINANCIAL ADVISORS LLC | COM NEW | 302 | $2,000 | 1,559 | 0.00 | 1,559 | +Inf | 09-30-2022 | |
HIGHLANDER CAPITAL MANAGEMENT LLC | Equities | 303 | $10 | 1,200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |