Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BANQUE PICTET & CIE SA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -169 | -2.27 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 852 | $184,000 | 7,205 | 0.01 | 7,205 | +Inf | 09-30-2022 | |
LIFEWORKS ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 7,015 | +Inf | 12-31-2023 | |
ADVISORY SERVICES NETWORK LLC | Stock | 854 | $228,753 | 7,010 | 0.00 | 0.00 | -1,517 | -17.79 | 03-31-2024 |