Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NOMURA ASSET MANAGEMENT CO LTD | CL A VTG COM STK | 301 | $38,000 | 2,200 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,000 | +Inf | 12-31-2021 |
WIPFLI FINANCIAL ADVISORS LLC | CL A VTG COM STK | 303 | $13,000 | 763 | 0.00 | 763 | +Inf | 09-30-2022 | |
AMERICAN RESEARCH & MANAGEMENT CO | com | 304 | $5,000 | 300 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |