Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 851 | $137,000 | 970 | 0.01 | 970 | +Inf | 09-30-2022 | |
CLEAN YIELD GROUP | REIT | 852 | $117,896 | 930 | 0.00 | 0.00 | 610 | 190.62 | 12-31-2023 |
PARALLEL ADVISORS LLC | REIT | 853 | $119,374 | 926 | 0.00 | 0.00 | 251 | 37.19 | 03-31-2024 |
HARVEST FUND MANAGEMENT CO LTD | COM | 854 | $119,000 | 924 | 0.01 | 0.01 | 406 | 78.38 | 03-31-2024 |