Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INVESTORS RESEARCH CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MCF ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 1103 | $18,000 | 243 | 0.00 | 243 | +Inf | 09-30-2022 | |
GLOBAL RETIREMENT PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -215 | -46.94 | 03-31-2024 |