Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CKW FINANCIAL GROUP | COM | 1101 | $208,000 | 3,600 | 0.03 | 0.03 | 0 | 0.00 | 03-31-2024 |
FOURTHOUGHT FINANCIAL PARTNERS LLC | Stock | 1102 | $210,681 | 3,554 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GELLER ADVISORS LLC | COM | 1103 | $209,081 | 3,527 | 0.00 | 0.00 | -790 | -18.30 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 1104 | $306,000 | 3,522 | 0.02 | 3,522 | +Inf | 09-30-2022 |