Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM NEW | 851 | $456,000 | 2,028 | 0.03 | 2,028 | +Inf | 09-30-2022 | |
DAKOTA WEALTH MANAGEMENT | COM NEW | 852 | $718,157 | 2,023 | 0.00 | 0.00 | 255 | 14.42 | 03-31-2024 |
ROBERTS CAPITAL ADVISORS LLC | COM NEW | 853 | $452,000 | 2,019 | 0.65 | 0.58 | 0 | 0.00 | 09-30-2022 |
MERIT FINANCIAL GROUP LLC | COM NEW | 854 | $713,316 | 2,017 | 0.00 | 0.00 | 305 | 17.82 | 03-31-2024 |