Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE WEALTH ADVISORS | COM | 301 | $65,000 | 8,557 | 0.00 | 8,557 | +Inf | 06-30-2021 | |
BERMAN CAPITAL ADVISORS LLC | REIT | 302 | $44,000 | 7,066 | 0.01 | 0.00 | 5,374 | 317.61 | 09-30-2021 |
WIPFLI FINANCIAL ADVISORS LLC | COM NEW | 303 | $16,000 | 4,597 | 0.00 | 4,597 | +Inf | 09-30-2022 | |
NOMURA ASSET MANAGEMENT CO LTD | COM NEW | 304 | $14,000 | 4,300 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |