Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SENTRY INVESTMENT MANAGEMENT LLC | Common | 651 | $39,000 | 209 | 0.02 | 0.01 | 0 | 0.00 | 03-31-2024 |
SIGNATUREFD LLC | CL A | 652 | $38,115 | 203 | 0.00 | 0.00 | -12 | -5.58 | 03-31-2024 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | CL A | 653 | $37,702 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | CL A | 654 | $15,000 | 180 | 0.00 | 180 | +Inf | 09-30-2022 |