Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRADEWINDS LLC | COM | Liquidated | $0 | 0 | 0.00 | 18,124 | +Inf | 12-31-2021 | |
HENRICKSON NAUTA WEALTH ADVISORS INC | COM | 502 | $4,664,891 | 17,991 | 0.00 | 0.00 | 2,469 | 15.91 | 03-31-2024 |
EVERENCE CAPITAL MANAGEMENT INC | EQTY | 503 | $4,822,000 | 17,969 | 0.32 | 0.34 | 0 | 0.00 | 03-31-2024 |
SAVANT CAPITAL LLC | COM | 504 | $4,706,205 | 17,967 | 0.00 | 0.00 | -1,181 | -6.17 | 12-31-2023 |