Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 501 | $7,000 | 118 | 0.00 | 118 | +Inf | 09-30-2022 | |
KEY FINANCIAL INC | COM | 502 | $9,058 | 118 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LGT FINANCIAL ADVISORS LLC | COM | 503 | $9,991 | 105 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WASHINGTON TRUST ADVISORS INC | COM | 504 | $9,896 | 104 | 0.00 | 0.00 | 29 | 38.67 | 03-31-2024 |