Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | COM | 901 | $119,000 | 354 | 0.01 | 354 | +Inf | 09-30-2022 | |
BERMAN CAPITAL ADVISORS LLC | Stock | 902 | $156,000 | 242 | 0.02 | 0.02 | 35 | 16.91 | 09-30-2021 |
AMERICAN PORTFOLIOS ADVISORS | COM | 903 | $80,923 | 241 | 0.00 | 241 | +Inf | 09-30-2022 |