Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIDIAN WEALTH SOLUTIONS LLC | COM | 1051 | $671,700 | 5,470 | 0.00 | 0.00 | 406 | 8.02 | 03-31-2024 |
NORRIS PERNE & FRENCH LLP/MI | Stock | 1052 | $669,874 | 5,455 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BANK JULIUS BAER & CO LTD ZURICH | COM | 1053 | $644,000 | 5,409 | 0.00 | 0.00 | -66 | -1.21 | 12-31-2023 |
BENDER ROBERT & ASSOCIATES | COM | 1054 | $643,790 | 5,405 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |