Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 201 | $80,000 | 5,921 | 0.01 | 5,921 | +Inf | 09-30-2022 | |
KAPITALO INVESTIMENTOS LTDA | COM | Liquidated | $0 | 0 | 0.00 | 5,695 | +Inf | 12-31-2023 | |
ALPHAMARK ADVISORS LLC | COM | 203 | $26,000 | 1,550 | 0.01 | 1,550 | +Inf | 03-31-2024 | |
HOLLOWAY WEALTH MANAGEMENT LLC | COM | 204 | $22,000 | 700 | 0.01 | 0.00 | 0 | 0.00 | 03-31-2022 |