Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | SHS | 951 | $110,000 | 1,365 | 0.01 | 1,365 | +Inf | 09-30-2022 | |
AXS INVESTMENTS LLC | COMMON | 952 | $191,298 | 1,285 | 0.00 | 0.00 | -80 | -5.86 | 03-31-2024 |
NEO IVY CAPITAL MANAGEMENT | Stock | 953 | $169,000 | 1,282 | 0.19 | 1,282 | +Inf | 03-31-2021 | |
FINANCIAL GRAVITY ASSET MANAGEMENT INC | FOREIGN ORDINARIES | 954 | $1,510,175 | 1,273 | 0.00 | 1,273 | +Inf | 09-30-2023 |