Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CIGNA INVESTMENTS INC /NEW | Common Stock | 1551 | $1,166,000 | 21,512 | 0.22 | 0.30 | -952 | -4.24 | 03-31-2024 |
STONEBROOK PRIVATE INC | COM | 1552 | $1,164,338 | 21,470 | 0.00 | 0.00 | 258 | 1.22 | 03-31-2024 |
MIDWEST WEALTH MANAGEMENT INC | Stock | 1553 | $1,566,000 | 21,450 | 0.95 | 0.75 | 2,247 | 11.70 | 03-31-2022 |
NEWMAN DIGNAN & SHEERAR INC | COM | 1554 | $1,368,175 | 21,394 | 0.00 | 0.00 | 106 | 0.50 | 06-30-2023 |