Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 1451 | $339,487 | 1,611 | 0.00 | 0.00 | -10 | -0.62 | 06-30-2024 |
FLAGSHIP HARBOR ADVISORS LLC | COM | 1452 | $331,514 | 1,609 | 0.00 | 0.00 | 8 | 0.50 | 03-31-2024 |
MARK SHEPTOFF FINANCIAL PLANNING LLC | COM | 1453 | $304,857 | 1,609 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PALISADES HUDSON ASSET MANAGEMENT LP | Com | 1454 | $339,000 | 1,607 | 0.16 | 0.15 | 0 | 0.00 | 06-30-2024 |