Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 601 | $102,000 | 2,566 | 0.01 | 2,566 | +Inf | 09-30-2022 | |
RICHARDSON FINANCIAL SERVICES INC | COMMON STOCKS | 602 | $105,354 | 2,465 | 0.00 | 0.00 | 20 | 0.82 | 03-31-2024 |
ALASKA PERMANENT FUND CORP | COM | 603 | $104,414 | 2,443 | 0.00 | 0.00 | -310 | -11.26 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 604 | $95,994 | 2,246 | 0.00 | 0.00 | 2 | 0.09 | 03-31-2024 |