Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUREVEST LLC | COM | 401 | $114,000 | 751 | 0.03 | 0.04 | -415 | -35.59 | 09-30-2022 |
FIRST MERCANTILE TRUST CO | COM | 402 | $56,000 | 403 | 0.01 | 0.01 | -283 | -41.25 | 09-30-2021 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 403 | $19,000 | 124 | 0.00 | 124 | +Inf | 09-30-2022 | |
BERMAN CAPITAL ADVISORS LLC | Stock | 404 | $13,000 | 97 | 0.00 | 0.00 | 68 | 234.48 | 09-30-2021 |