Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 451 | $5,000 | 148 | 0.00 | 148 | +Inf | 09-30-2022 | |
SIGNATUREFD LLC | COM | 452 | $4,553 | 130 | 0.00 | 0.00 | -153 | -54.06 | 03-31-2024 |
GAMMA INVESTING LLC | Common Stock | 453 | $4,483 | 128 | 0.00 | 0.00 | 55 | 75.34 | 03-31-2024 |
FIRST HORIZON CORP | COMMON STOCK | 454 | $5,000 | 128 | 0.00 | 0.00 | -28 | -17.95 | 06-30-2021 |