Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 1101 | $147,000 | 2,393 | 0.01 | 2,393 | +Inf | 09-30-2022 | |
BENJAMIN F EDWARDS & COMPANY INC | COM | 1102 | $184,000 | 2,385 | 0.00 | 0.00 | -56 | -2.29 | 03-31-2024 |
PARALLEL ADVISORS LLC | Stock | 1103 | $183,992 | 2,380 | 0.00 | 0.00 | 137 | 6.11 | 03-31-2024 |
KEY FINANCIAL INC | COM | 1104 | $175,757 | 2,269 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |