Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 801 | $207,000 | 17,157 | 0.01 | 17,157 | +Inf | 09-30-2022 | |
AMERITAS INVESTMENT PARTNERS INC | COM | 802 | $303,022 | 17,091 | 0.00 | 0.00 | -974 | -5.39 | 03-31-2024 |
ONE WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -15,310 | -47.33 | 12-31-2023 |
BAHL & GAYNOR INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 903 | 5.61 | 03-31-2024 |