Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOUR INVESTMENTS INC | COM NEW | 401 | $101 | 280 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WIPFLI FINANCIAL ADVISORS LLC | COM NEW | 402 | $1,000 | 275 | 0.00 | 275 | +Inf | 09-30-2022 | |
AVIOR WEALTH MANAGEMENT LLC | Stock | 403 | $62 | 267 | 0.00 | 0.00 | 27 | 11.25 | 03-31-2024 |
CLEAN YIELD GROUP | Stock | 404 | $72 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |