Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 601 | $22,000 | 201 | 0.00 | 201 | +Inf | 09-30-2022 | |
LGT FINANCIAL ADVISORS LLC | COM | 602 | $38,048 | 189 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 603 | $35,633 | 177 | 0.00 | 0.00 | -9 | -4.84 | 03-31-2024 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 604 | $35,632 | 177 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |