Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM NEW | 501 | $62,000 | 1,291 | 0.00 | 1,291 | +Inf | 09-30-2022 | |
PARALLEL ADVISORS LLC | Stock | 502 | $42,350 | 1,196 | 0.00 | 0.00 | 1,154 | 2747.62 | 03-31-2024 |
STATE OF WYOMING | COM NEW | 503 | $28,687 | 1,169 | 0.00 | 0.01 | 606 | 107.64 | 06-30-2023 |
NEWBRIDGE FINANCIAL SERVICES GROUP INC | COM NEW | 504 | $39,128 | 1,105 | 0.00 | 0.00 | -3,365 | -75.28 | 03-31-2024 |