Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 1101 | $238,000 | 1,743 | 0.02 | 1,743 | +Inf | 09-30-2022 | |
CREATIVEONE WEALTH LLC | COM | 1102 | $333,000 | 1,738 | 0.01 | 1,738 | +Inf | 03-31-2024 | |
1ST SOURCE BANK | COM | 1103 | $286,284 | 1,736 | 0.00 | 0.00 | -53 | -2.96 | 12-31-2023 |
DUALITY ADVISERS LP | COM | 1104 | $331,957 | 1,734 | 0.00 | 1,734 | +Inf | 03-31-2024 |