Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 401 | $15,000 | 183 | 0.00 | 183 | +Inf | 09-30-2022 | |
FOURTHOUGHT FINANCIAL LLC | Stock | 402 | $13,000 | 158 | 0.00 | 158 | +Inf | 09-30-2022 | |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 403 | $16,427 | 150 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PLANNING CAPITAL MANAGEMENT CORP | COM | 404 | $8,569 | 107 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |