Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTH STAR INVESTMENT MANAGEMENT CORP | Stock | 1001 | $298,243 | 3,487 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
BUCKINGHAM STRATEGIC PARTNERS LLC | COM | 1002 | $315,763 | 3,471 | 0.00 | 0.00 | -2,136 | -38.10 | 12-31-2023 |
SUNBELT SECURITIES INC | Stock | 1003 | $314,629 | 3,465 | 0.00 | 0.00 | -568 | -14.08 | 03-31-2024 |
IVC WEALTH ADVISORS LLC | COM | 1004 | $314,657 | 3,465 | 0.00 | 0.00 | 537 | 18.34 | 03-31-2024 |