Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SILICON VALLEY CAPITAL PARTNERS | Stock | 1051 | $488,916 | 2,390 | 0.00 | 2,390 | +Inf | 06-30-2023 | |
WIPFLI FINANCIAL ADVISORS LLC | COM | 1052 | $446,000 | 2,388 | 0.03 | 2,388 | +Inf | 09-30-2022 | |
STRAIT & SOUND WEALTH MANAGEMENT LLC | COM | 1053 | $565,651 | 2,372 | 0.00 | 0.00 | 409 | 20.84 | 12-31-2023 |
AGF MANAGEMENT LTD | COM | 1054 | $486,054 | 2,335 | 0.00 | 0.00 | -18 | -0.76 | 03-31-2023 |