Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GLOBAL TRUST ASSET MANAGEMENT LLC | COM | 1201 | $874,389 | 1,686 | 0.00 | 0.00 | -31 | -1.81 | 03-31-2024 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | COM | 1202 | $790,000 | 1,675 | 0.18 | 0.18 | -34 | -1.99 | 12-31-2023 |
STRATEGIC INVESTMENT ADVISORS / MI | COM | Liquidated | $0 | 0 | 0.00 | 1,673 | +Inf | 12-31-2023 | |
FREEDOM INVESTMENT MANAGEMENT INC | COM | 1204 | $724,257 | 1,663 | 0.00 | 0.00 | 961 | 136.89 | 09-30-2023 |