Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST TOWER GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 54 | +Inf | 03-31-2024 | |
SARGENT BICKHAM LAGUDIS LLC | COM | 1202 | $9,281 | 53 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 1203 | $14,192 | 52 | 0.00 | 0.00 | 17 | 48.57 | 03-31-2024 |
NORTHWEST FINANCIAL ADVISORS | COM | 1204 | $13,646 | 50 | 0.00 | 50 | +Inf | 03-31-2024 |