Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 401 | $7,000 | 377 | 0.00 | 377 | +Inf | 09-30-2022 | |
BLUE TRUST INC | COM | 402 | $12,800 | 371 | 0.00 | 0.00 | 238 | 178.95 | 03-31-2024 |
ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 364 | +Inf | 03-31-2024 | |
CONTRAVISORY INVESTMENT MANAGEMENT INC | COM | 404 | $12,489 | 362 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |