Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST MERCANTILE TRUST CO | COM | 1151 | $195,000 | 1,789 | 0.03 | 0.03 | -184 | -9.33 | 09-30-2021 |
COOPER FINANCIAL GROUP | COM | 1152 | $259,153 | 1,766 | 0.00 | 0.00 | -23 | -1.29 | 03-31-2024 |
EVERPAR ADVISORS LLC | COM | 1153 | $257,417 | 1,754 | 0.00 | 1,754 | +Inf | 03-31-2024 | |
TRUST POINT INC | COMMON STOCK | 1154 | $253,306 | 1,726 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |