Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | CL A | 351 | $11,000 | 537 | 0.00 | 537 | +Inf | 09-30-2022 | |
NOMURA ASSET MANAGEMENT CO LTD | CL A | 352 | $11,000 | 530 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 353 | $9,846 | 524 | 0.00 | 0.00 | -63 | -10.73 | 12-31-2023 |
QUENT CAPITAL LLC | Stock | 354 | $6,041 | 498 | 0.00 | 0.00 | -49 | -8.96 | 03-31-2024 |