Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CRANBROOK WEALTH MANAGEMENT LLC | COM | 1101 | $15,487 | 401 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HIGHLANDER CAPITAL MANAGEMENT LLC | Equities | 1102 | $14,371 | 392 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2023 |
EARNEST PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SOUND INCOME STRATEGIES LLC | COM | 1104 | $15,021 | 389 | 0.00 | 0.00 | -85 | -17.93 | 03-31-2024 |