Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PHILLIPS WEALTH PLANNERS LLC | COM | 1301 | $230,449 | 999 | 0.00 | 999 | +Inf | 03-31-2024 | |
WIPFLI FINANCIAL ADVISORS LLC | COM | 1302 | $148,000 | 998 | 0.01 | 998 | +Inf | 09-30-2022 | |
EVOKE WEALTH LLC | COM | 1303 | $243,436 | 978 | 0.00 | 0.00 | -30 | -2.98 | 03-31-2024 |
LETKO BROSSEAU & ASSOCIATES INC | COM | 1304 | $241,576 | 975 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |