Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 601 | $10,000 | 55 | 0.00 | 55 | +Inf | 09-30-2022 | |
BELL INVESTMENT ADVISORS INC | COM | 602 | $10,095 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | COM | 603 | $9,894 | 49 | 0.00 | 49 | +Inf | 03-31-2024 | |
FRONT ROW ADVISORS LLC | Stock | Liquidated | $9,086 | 45 | 0.00 | 0.00 | 45 | +Inf | 03-31-2024 |