Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHSTREAM ADVISORS INC | COM | 1001 | $241,191 | 1,061 | 0.00 | 1,061 | +Inf | 12-31-2023 | |
WIPFLI FINANCIAL ADVISORS LLC | COM | 1002 | $165,000 | 1,057 | 0.01 | 1,057 | +Inf | 09-30-2022 | |
JACKSON CREEK INVESTMENT ADVISORS LLC | COM | 1003 | $211,000 | 1,048 | 0.09 | 1,048 | +Inf | 09-30-2023 | |
ROPES WEALTH ADVISORS LLC | COM | 1004 | $210,839 | 1,045 | 0.00 | 1,045 | +Inf | 09-30-2023 |