Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVANTAGE TRUST CO | COM | 5151 | $114,298 | 782 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
NAUSET WEALTH MANAGEMENT LLC | COM | 5152 | $139,000 | 782 | 0.11 | 782 | +Inf | 03-31-2022 | |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 5153 | $125,235 | 777 | 0.00 | 0.00 | 169 | 27.80 | 06-30-2024 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | COM | 5154 | $113,567 | 777 | 0.00 | 0.00 | -1,086 | -58.29 | 06-30-2024 |