Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST MICHIGAN ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4 | -0.24 | 03-31-2024 |
BOIT C F DAVID | COM | 1102 | $411,560 | 1,650 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EVERGREEN CAPITAL MANAGEMENT LLC | COM | 1103 | $409,748 | 1,647 | 0.00 | 0.00 | 23 | 1.42 | 03-31-2024 |
VOYA FINANCIAL ADVISORS INC | COM | 1104 | $402,031 | 1,638 | 0.00 | 0.00 | -96 | -5.54 | 03-31-2024 |