Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TIDEMARK LLC | Common Stock | 1151 | $8,983 | 127 | 0.00 | 127 | +Inf | 03-31-2024 | |
MACROVIEW INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 123 | +Inf | 12-31-2023 | |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 122 | +Inf | 03-31-2024 | |
STEPHENS CONSULTING LLC | COM | 1154 | $8,735 | 122 | 0.00 | 0.00 | 1 | 0.83 | 12-31-2023 |