Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NALLS SHERBAKOFF GROUP LLC | COM | 1201 | $1,783 | 9 | 0.00 | 9 | +Inf | 03-31-2023 | |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 1202 | $1,653 | 8 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
TSFG LLC | Common Stock | 1203 | $2,000 | 8 | 0.00 | 0.01 | -142 | -94.67 | 06-30-2024 |
KOESTEN HIRSCHMANN & CRABTREE INC | COM | 1204 | $2,168 | 8 | 0.00 | 8 | +Inf | 03-31-2024 |