Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | CL A | 751 | $19,000 | 769 | 0.00 | 769 | +Inf | 12-31-2021 | |
WIPFLI FINANCIAL ADVISORS LLC | CL A | 752 | $16,000 | 757 | 0.00 | 757 | +Inf | 09-30-2022 | |
IMPACT PARTNERSHIP WEALTH LLC | CL A | 753 | $18,347 | 755 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GENEOS WEALTH MANAGEMENT INC | CL A | 754 | $18,225 | 750 | 0.00 | 0.00 | 550 | 275.00 | 03-31-2024 |