Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BROWN BROTHERS HARRIMAN & CO | Common Stock | 451 | $18,111 | 725 | 0.00 | 725 | +Inf | 03-31-2024 | |
CENTERPOINT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 596 | +Inf | 03-31-2024 | |
WIPFLI FINANCIAL ADVISORS LLC | COM | 454 | $9,000 | 567 | 0.00 | 567 | +Inf | 09-30-2022 |