Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SONORA INVESTMENT MANAGEMENT LLC | COM | 651 | $70,000 | 600 | 0.01 | 600 | +Inf | 09-30-2021 | |
WIPFLI FINANCIAL ADVISORS LLC | COM | 652 | $34,000 | 444 | 0.00 | 444 | +Inf | 09-30-2022 | |
FOURTHOUGHT FINANCIAL LLC | Stock | 653 | $29,000 | 380 | 0.00 | 380 | +Inf | 09-30-2022 | |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 654 | $31,000 | 218 | 0.02 | 0.01 | 0 | 0.00 | 06-30-2021 |