Wipfli Financial Advisors Llc, Asset Management

Wipfli Financial Advisors Llc,

$1.42 Billion
Q3 2022

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BLK Black Rock Inc.	$144B	$637,000 0.04% of portfolio	1,157	Q3 2022 New
AMP Ameriprise Financial Inc	$53.2B	$633,000 0.04% of portfolio	2,512	Q3 2022 New
TROW Price T Rowe Group Inc	$22.6B	$213,000 0.01% of portfolio	2,027	Q3 2022 New
IVZ Invesco Ltd.	$7.28B	$168,000 0.01% of portfolio	12,240	Q3 2022 New
PFG Principal Financial Group Inc	$21.3B	$163,000 0.01% of portfolio	2,258	Q3 2022 New
JHG Janus Henderson Group PLC	$6.53B	$150,000 0.01% of portfolio	7,374	Q3 2022 New
BK Bank Of New York Mellon Corp	$69.1B	$149,000 0.01% of portfolio	3,881	Q3 2022 New
STT State Street Corp	$33.6B	$147,000 0.01% of portfolio	2,393	Q3 2022 New
BX Blackstone Inc.	$107B	$113,000 0.01% of portfolio	1,356	Q3 2022 New
CNS Cohen & Steers, Inc.	$4.02B	$99,000 0.01% of portfolio	1,583	Q3 2022 New
ARCC Ares Capital Corp	$0	$94,000 0.01% of portfolio	5,589	Q3 2022 New
NTRS Northern Trust Corp	$21.8B	$85,000 0.01% of portfolio	983	Q3 2022 New
PHYS Sprott Physical Gold Trust	$0	$85,000 0.01% of portfolio	6,661	Q3 2022 New
APO Apollo Global Management, Inc.	$82.8B	$75,000 0.01% of portfolio	1,603	Q3 2022 New
AMG Affiliated Managers Group, Inc.	$6.16B	$74,000 0.01% of portfolio	660	Q3 2022 New
RVT Royce Value Trust, Inc.	$0	$67,000 0.0% of portfolio	5,350	Q3 2022 New
PSEC Prospect Capital Corp	$0	$53,000 0.0% of portfolio	8,428	Q3 2022 New
BEN Franklin Resources Inc	$9.75B	$41,000 0.0% of portfolio	1,896	Q3 2022 New
SEIC Sei Investments CO	$10.3B	$40,000 0.0% of portfolio	808	Q3 2022 New
TYG Tortoise Energy Infrastructure Corp	$0	$33,000 0.0% of portfolio	1,116	Q3 2022 New
FHI Federated Hermes, Inc.	$3.37B	$30,000 0.0% of portfolio	902	Q3 2022 New
ATCO Atlas Corp.	$4.35B	$28,000 0.0% of portfolio	2,044	Q3 2022 New
JPS Nuveen Preferred & Income Securities Fund	$0	$26,000 0.0% of portfolio	4,000	Q3 2022 New
DHIL Diamond Hill Investment Group Inc	$445M	$23,000 0.0% of portfolio	139	Q3 2022 New
GBDC Golub Capital Bdc, Inc.	$2.58B	$23,000 0.0% of portfolio	1,843	Q3 2022 New
HTGC Hercules Capital, Inc.	$2.54B	$22,000 0.0% of portfolio	1,919	Q3 2022 New
VRTS Virtus Investment Partners, Inc.	$1.29B	$18,000 0.0% of portfolio	111	Q3 2022 New
MIN Mfs Intermediate Income Trust	$0	$17,000 0.0% of portfolio	6,125	Q3 2022 New
MAIN Main Street Capital Corp	$4.44B	$16,000 0.0% of portfolio	473	Q3 2022 New
MMD Main Stay Mac Kay Defined Term Municipal Opportunities Fund	$0	$16,000 0.0% of portfolio	1,000	Q3 2022 New
MPV Barings Participation Investors	$0	$15,000 0.0% of portfolio	1,352	Q3 2022 New
ARES Ares Management Corp	$27.7B	$10,000 0.0% of portfolio	169	Q3 2022 New
AINV Apollo Investment Corp	$893M	$9,000 0.0% of portfolio	828	Q3 2022 New
FSK Fs Kkr Capital Corp	$0	$8,000 0.0% of portfolio	466	Q3 2022 New
AB Alliancebernstein Holding L.P.	$3.69B	$6,000 0.0% of portfolio	175	Q3 2022 New
DPG Duff & Phelps Utility & Infrastructure Fund Inc.	$0	$6,000 0.0% of portfolio	500	Q3 2022 New
APAM Artisan Partners Asset Management Inc.	$2.73B	$5,000 0.0% of portfolio	168	Q3 2022 New
CEF Sprott Physical Gold & Silver Trust	$0	$4,000 0.0% of portfolio	250	Q3 2022 New
NOAH Noah Holdings LTD	$661M	$3,000 0.0% of portfolio	230	Q3 2022 New
BSIG Bright Sphere Investment Group Inc.	$1.06B	$2,000 0.0% of portfolio	121	Q3 2022 New
HLNE Hamilton Lane Inc	$5.48B	$2,000 0.0% of portfolio	31	Q3 2022 New
TSLX Sixth Street Specialty Lending, Inc.	$0	$2,000 0.0% of portfolio	136	Q3 2022 New
NTG Tortoise Midstream Energy Fund, Inc.	$0	$2,000 0.0% of portfolio	50	Q3 2022 New
AMK Asset Mark Financial Holdings, Inc.	$2.6B	$1,000 0.0% of portfolio	64	Q3 2022 New
BCOR Blucora, Inc.	$1.2B	$1,000 0.0% of portfolio	28	Q3 2022 New
OWL Blue Owl Capital Inc.	$8.75B	$1,000 0.0% of portfolio	86	Q3 2022 New
BAM Brookfield Asset Management Inc.	$86.2B	$1,000 0.0% of portfolio	15	Q3 2022 New
BBUC Brookfield Business Corp	$1.99B	$1,000 0.0% of portfolio	46	Q3 2022 New
CRF Cornerstone Total Return Fund Inc	$0	$1,000 0.0% of portfolio	100	Q3 2022 New
FOCS Focus Financial Partners Inc.	$0	$1,000 0.0% of portfolio	37	Q3 2022 New

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