Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERMAN CAPITAL ADVISORS LLC | Stock | 451 | $11,000 | 494 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
PARALLEL ADVISORS LLC | Stock | 452 | $16,415 | 458 | 0.00 | 0.00 | 26 | 6.02 | 06-30-2023 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 453 | $10,000 | 447 | 0.00 | 447 | +Inf | 09-30-2022 | |
QUENT CAPITAL LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |