Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOWE & RUSLING INC | COM | 3601 | $1,697,004 | 1,878 | 0.00 | 0.00 | 85 | 4.74 | 03-31-2024 |
GREYSTONE FINANCIAL GROUP LLC | COM | 3602 | $1,696,007 | 1,877 | 0.00 | 0.00 | 49 | 2.68 | 03-31-2024 |
BAYBRIDGE CAPITAL GROUP LLC | COM | 3603 | $1,491,668 | 1,876 | 0.00 | 0.00 | -838 | -30.88 | 03-31-2024 |
ROYAL CAPITAL WEALTH MANAGEMENT LLC | COM | 3604 | $927,064 | 1,872 | 0.00 | 1,872 | +Inf | 12-31-2023 |