Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NISA INVESTMENT ADVISORS LLC | XXX | 251 | $26,488 | 1,630 | 0.00 | 0.00 | 1,020 | 167.21 | 12-31-2023 |
WIPFLI FINANCIAL ADVISORS LLC | COM NEW | 252 | $29,000 | 1,268 | 0.00 | 1,268 | +Inf | 09-30-2022 | |
BESSEMER GROUP INC | SC | 253 | $21,000 | 945 | 0.00 | 0.02 | -380,274 | -99.75 | 03-31-2023 |
YHB INVESTMENT ADVISORS INC | Stock | 254 | $9,794 | 528 | 0.00 | 528 | +Inf | 03-31-2024 |