Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | REIT | 851 | $108,000 | 1,722 | 0.07 | 0.07 | 96 | 5.90 | 03-31-2024 |
ZRC WEALTH MANAGEMENT LLC | SH BEN INT | 852 | $106,593 | 1,689 | 0.00 | 1,689 | +Inf | 03-31-2024 | |
WIPFLI FINANCIAL ADVISORS LLC | SH BEN INT | 853 | $113,000 | 1,666 | 0.01 | 1,666 | +Inf | 09-30-2022 | |
BENJAMIN EDWARDS INC | SH BEN INT | Liquidated | $0 | 0 | 0.02 | 0.09 | -5,174 | -75.75 | 03-31-2024 |