Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREENLEAF TRUST | COM | Liquidated | $203,020 | 3,592 | 0.00 | 0.00 | 3,592 | +Inf | 03-31-2024 |
BROOKSTONE CAPITAL MANAGEMENT | COM | 702 | $202,850 | 3,589 | 0.00 | 3,589 | +Inf | 03-31-2024 | |
WEALTH ALLIANCE | COM | 703 | $202,733 | 3,587 | 0.00 | 3,587 | +Inf | 03-31-2024 | |
RICE HALL JAMES & ASSOCIATES LLC | COM | 704 | $200,872 | 3,554 | 0.00 | 0.00 | -125 | -3.40 | 03-31-2024 |