Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CORBENIC PARTNERS LLC | COM | 451 | $51,000 | 1,152 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2022 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 452 | $43,000 | 1,058 | 0.00 | 1,058 | +Inf | 09-30-2022 | |
RUSSELL INVESTMENTS GROUP LTD | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | -7 | -0.68 | 12-31-2023 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 454 | $44,337 | 903 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |