Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLWORTH FINANCIAL LP | COM | 551 | $18,432 | 157 | 0.00 | 0.00 | -1 | -0.63 | 06-30-2023 |
BERMAN CAPITAL ADVISORS LLC | Stock | 552 | $17,000 | 142 | 0.00 | 0.00 | 20 | 16.39 | 09-30-2021 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 553 | $10,000 | 138 | 0.00 | 138 | +Inf | 09-30-2022 | |
HEXAGON CAPITAL PARTNERS LLC | Stock | 554 | $15,060 | 137 | 0.00 | 0.00 | -8 | -5.52 | 03-31-2024 |