Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTERPOINT ADVISORS LLC | CL C | 501 | $6,000 | 250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | CL C | 502 | $5,255 | 228 | 0.00 | 0.00 | -1,300 | -85.08 | 03-31-2024 |
NORTH STAR INVESTMENT MANAGEMENT CORP | CL C | 503 | $5,255 | 228 | 0.00 | 228 | +Inf | 03-31-2024 | |
WIPFLI FINANCIAL ADVISORS LLC | CL C | 504 | $7,000 | 225 | 0.00 | 225 | +Inf | 09-30-2022 |