Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 1501 | $352,000 | 214 | 0.02 | 214 | +Inf | 09-30-2022 | |
SYON CAPITAL LLC | Stock | 1502 | $772,738 | 213 | 0.00 | 0.00 | -25 | -10.50 | 03-31-2024 |
SECURITY ASSET MANAGEMENT | COM | 1503 | $564,963 | 213 | 0.00 | 0.15 | 63 | 42.00 | 03-31-2023 |
FINANCIAL ENHANCEMENT GROUP LLC | COM | 1504 | $748,742 | 212 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |