Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARBOR TRUST WEALTH ADVISORS LLC | COM | 2601 | $304,865 | 3,547 | 0.00 | 0.00 | -140 | -3.80 | 03-31-2024 |
WEALTH GROUP LTD | COM | 2602 | $324,000 | 3,544 | 0.24 | 3,544 | +Inf | 03-31-2024 | |
ATLAS BROWNINC | Stock | 2603 | $323,255 | 3,537 | 0.00 | 3,537 | +Inf | 03-31-2024 | |
SOUTHLAND EQUITY PARTNERS LLC | COM | 2604 | $322,593 | 3,530 | 0.00 | 0.00 | -66 | -1.84 | 03-31-2024 |