Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORRIS PERNE & FRENCH LLP/MI | Stock | 451 | $659,035 | 2,580 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLOBALT INVESTMENTS LLC / GA | COM | 452 | $551,479 | 2,536 | 0.00 | 2,536 | +Inf | 12-31-2023 | |
INNOVATIVE PORTFOLIOS | COM | 453 | $352,000 | 2,523 | 0.01 | 0.01 | 263 | 11.64 | 12-31-2021 |
AVIVA PLC | COM | 454 | $634,768 | 2,485 | 0.00 | 0.00 | -511 | -17.06 | 03-31-2024 |