Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASSETMARK INC | CL A NON-VTG | 251 | $62,317 | 1,415 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GAMMA INVESTING LLC | Common Stock | 252 | $50,433 | 1,366 | 0.00 | 0.00 | 519 | 61.28 | 03-31-2024 |
RUSSELL INVESTMENTS GROUP LTD | Common Stock | 253 | $35,673 | 966 | 0.00 | 0.00 | -1,871 | -65.95 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | CL A NON-VTG | 254 | $31,000 | 920 | 0.00 | 920 | +Inf | 09-30-2022 |