Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
METROPOLITAN LIFE INSURANCE CO/NY | COM NEW | 501 | $7,090 | 2,706 | 0.00 | 0.00 | -1,716 | -38.81 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM NEW | 502 | $38,000 | 2,609 | 0.00 | 2,609 | +Inf | 09-30-2022 | |
RIVERVIEW TRUST CO | Com | Liquidated | $0 | 0 | 0.00 | 2,309 | +Inf | 12-31-2023 | |
GLOBAL RETIREMENT PARTNERS LLC | COM NEW | 504 | $5,701 | 2,176 | 0.00 | 0.00 | -678 | -23.76 | 03-31-2024 |