Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLUMN CAPITAL ADVISORS LLC | Stock | 501 | $94,105 | 722 | 0.00 | 0.00 | -29 | -3.86 | 09-30-2023 |
KBC GROUP NV | COM | 502 | $120,000 | 714 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 503 | $74,000 | 660 | 0.01 | 660 | +Inf | 09-30-2022 | |
QUADRANT CAPITAL GROUP LLC | COM | 504 | $100,482 | 600 | 0.00 | 0.00 | 9 | 1.52 | 03-31-2024 |