Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | SPONSORED ADR | 251 | $126,000 | 4,174 | 0.01 | 4,174 | +Inf | 09-30-2022 | |
ENVESTNET PORTFOLIO SOLUTIONS INC | SPONSORED ADR | 252 | $210,801 | 4,048 | 0.00 | 4,048 | +Inf | 03-31-2024 | |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | SPONSORED ADR | 253 | $209,894 | 4,031 | 0.00 | 0.00 | -2,062 | -33.84 | 03-31-2024 |
FIRST AFFIRMATIVE FINANCIAL NETWORK | SPONSORED ADR | 254 | $209,204 | 4,018 | 0.00 | 4,018 | +Inf | 03-31-2024 |