Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 351 | $6,000 | 111 | 0.00 | 111 | +Inf | 09-30-2022 | |
SAFEGUARD FINANCIAL LLC | Stock | Liquidated | $0 | 0 | 0.00 | 110 | +Inf | 12-31-2023 | |
GLOBAL RETIREMENT PARTNERS LLC | COM | 353 | $4,871 | 106 | 0.00 | 0.00 | 1 | 0.95 | 03-31-2024 |
CAPE INVESTMENT ADVISORY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 0.97 | 12-31-2023 |