Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 301 | $2,000 | 98 | 0.00 | 98 | +Inf | 09-30-2022 | |
WHITTIER TRUST CO OF NEVADA INC | US SMALL-CAP EQUITIES | 302 | $1,447 | 80 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FLAHARTY ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 80 | +Inf | 12-31-2023 | |
COVESTOR LTD | COMMON | 304 | $1,000 | 72 | 0.00 | 0.00 | 21 | 41.18 | 03-31-2024 |