Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNATUREFD LLC | COM | 601 | $107,734 | 257 | 0.00 | 0.00 | -2 | -0.77 | 03-31-2024 |
CORECAP ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 247 | +Inf | 06-30-2023 | |
MCILRATH & ECK LLC | COM | 603 | $92,224 | 220 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 604 | $59,000 | 214 | 0.00 | 214 | +Inf | 09-30-2022 |