Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | CL B CONV | 351 | $16,000 | 645 | 0.00 | 645 | +Inf | 09-30-2022 | |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 164 | 42.05 | 03-31-2024 |
SRS CAPITAL ADVISORS INC | CL B CONV | Liquidated | $0 | 0 | 0.00 | 0.00 | 66 | 26.94 | 12-31-2023 |
BERMAN CAPITAL ADVISORS LLC | Stock | 354 | $7,000 | 243 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |