Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE OCEAN LLC | COM | 751 | $37,729 | 536 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 752 | $149,000 | 526 | 0.01 | 526 | +Inf | 09-30-2022 | |
PARK PLACE CAPITAL CORP | Stock | 753 | $36,603 | 520 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BAYSTATE WEALTH MANAGEMENT LLC | Stock | 754 | $34,092 | 500 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |