Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EDMOND DE ROTHSCHILD HOLDING SA | COM NEW | 751 | $21,262 | 4,725 | 0.00 | 0.00 | -581,470 | -99.19 | 12-31-2023 |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 752 | $15,738 | 4,575 | 0.00 | 0.00 | 2,600 | 131.65 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM NEW | 753 | $96,000 | 4,568 | 0.01 | 4,568 | +Inf | 09-30-2022 | |
WESTSIDE INVESTMENT MANAGEMENT INC | COM | 754 | $15,600 | 4,535 | 0.00 | 0.00 | -100 | -2.16 | 03-31-2024 |