Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 501 | $51,000 | 2,235 | 0.00 | 2,235 | +Inf | 09-30-2022 | |
ADVISORNET FINANCIAL INC | Stock | Liquidated | $0 | 0 | 0.00 | 2,206 | +Inf | 12-31-2023 | |
QUARRY LP | COM | Liquidated | $0 | 0 | 0.00 | 2,162 | +Inf | 12-31-2023 | |
FIFTH THIRD BANCORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 659 | 44.53 | 12-31-2023 |