Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 1851 | $741,805 | 2,969 | 0.00 | 0.00 | 8 | 0.27 | 06-30-2024 |
BARON WEALTH MANAGEMENT LLC | COM | 1852 | $741,310 | 2,967 | 0.00 | 0.00 | 16 | 0.54 | 06-30-2024 |
INTEROCEAN CAPITAL GROUP LLC | Stock | 1853 | $732,429 | 2,933 | 0.00 | 0.00 | -858 | -22.63 | 03-31-2024 |
FIRST AFFIRMATIVE FINANCIAL NETWORK | COM | 1854 | $730,548 | 2,924 | 0.00 | 0.00 | 114 | 4.06 | 06-30-2024 |