Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 1001 | $1,245,000 | 13,305 | 0.09 | 13,305 | +Inf | 09-30-2022 | |
VESTCOR INC | COM | 1002 | $1,765,000 | 13,285 | 0.06 | 0.06 | -141 | -1.05 | 12-31-2023 |
SUMMIT FINANCIAL GROUP INC | COM | 1003 | $2,120,012 | 13,265 | 0.00 | 0.00 | -50 | -0.38 | 03-31-2024 |
MILL CREEK CAPITAL ADVISORS LLC | Stock | 1004 | $1,496,517 | 13,240 | 0.00 | 13,240 | +Inf | 03-31-2023 |