Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | SHS | 551 | $34,000 | 948 | 0.00 | 948 | +Inf | 09-30-2022 | |
CWM LLC | SHS | 552 | $27,000 | 839 | 0.00 | 0.00 | 193 | 29.88 | 03-31-2024 |
ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 792 | +Inf | 03-31-2024 | |
VOISARD ASSET MANAGEMENT GROUP INC | SHS | 554 | $24,143 | 750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |