Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 301 | $26,000 | 964 | 0.00 | 964 | +Inf | 09-30-2022 | |
PLANNING CAPITAL MANAGEMENT CORP | COM | 302 | $26,065 | 953 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | REIT | 303 | $30,032 | 888 | 0.00 | 888 | +Inf | 06-30-2023 | |
ATWOOD & PALMER INC | COM | 304 | $24,041 | 879 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |