Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHSTAR INVESTMENT ADVISORS LLC | COMMON STOCK | 651 | $1,190,000 | 14,840 | 0.16 | 0.18 | -409 | -2.68 | 06-30-2021 |
VANTAGE CONSULTING GROUP INC | COM | 652 | $226,372 | 14,757 | 0.00 | 0.00 | -728 | -4.70 | 03-31-2024 |
REHMANN CAPITAL ADVISORY GROUP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 448 | 3.15 | 03-31-2024 |
CETERA INVESTMENT ADVISERS | COM | 654 | $270,835 | 14,406 | 0.00 | 0.00 | -26,933 | -65.15 | 12-31-2023 |