Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 451 | $24,000 | 135 | 0.00 | 135 | +Inf | 09-30-2022 | |
TRADITION WEALTH MANAGEMENT LLC | COMMON STOCK | 452 | $32,000 | 134 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
YHB INVESTMENT ADVISORS INC | Stock | 453 | $33,184 | 131 | 0.00 | 131 | +Inf | 03-31-2024 | |
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | COM | 454 | $22,000 | 125 | 0.02 | 0.02 | 25 | 25.00 | 09-30-2022 |