Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGMA INVESTMENT COUNSELORS INC | COM | 1701 | $14,394,762 | 79,802 | 0.00 | 0.00 | -951 | -1.18 | 03-31-2024 |
CORNERSTONE WEALTH MANAGEMENT LLC | COM | 1702 | $14,356,234 | 79,589 | 0.00 | 0.00 | -1,988 | -2.44 | 03-31-2024 |
HERON BAY CAPITAL MANAGEMENT | COM | 1703 | $14,333,560 | 79,463 | 0.00 | 0.00 | -2,683 | -3.27 | 03-31-2024 |
CORNERSTONE ADVISORY LLC | COM | 1704 | $14,318,745 | 79,381 | 0.00 | 0.00 | -3,479 | -4.20 | 03-31-2024 |