Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 1051 | $31,807 | 70 | 0.00 | 70 | +Inf | 03-31-2024 | |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 1052 | $30,444 | 67 | 0.00 | 0.00 | 13 | 24.07 | 03-31-2024 |
MOTCO | Com | 1053 | $30,444 | 67 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | Factset Research Systems | 1054 | $29,000 | 65 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |