Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
M&R CAPITAL MANAGEMENT INC | REIT | 351 | $63,192 | 2,370 | 0.00 | 0.00 | 4 | 0.17 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 352 | $42,000 | 2,162 | 0.00 | 2,162 | +Inf | 09-30-2022 | |
EVERSOURCE WEALTH ADVISORS LLC | REIT | 353 | $55,235 | 2,161 | 0.00 | 0.00 | -264 | -10.89 | 12-31-2023 |
ADVISORS ASSET MANAGEMENT INC | COM | 354 | $44,183 | 1,778 | 0.00 | 0.00 | -34 | -1.88 | 03-31-2023 |