Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 301 | $8,000 | 214 | 0.00 | 214 | +Inf | 09-30-2022 | |
WEST TOWER GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 41 | 27.15 | 03-31-2024 |
COVESTOR LTD | COMMON | 303 | $12,000 | 184 | 0.01 | 0.01 | 6 | 3.37 | 03-31-2024 |
CALDWELL SUTTER CAPITAL INC | COM | 304 | $11,348 | 183 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |