Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TCF NATIONAL BANK | COMMON STOCK | 1251 | $1,222,000 | 8,645 | 0.14 | 8,645 | +Inf | 03-31-2021 | |
HOWARD CAPITAL MANAGEMENT GROUP LLC | COM | 1252 | $1,421,044 | 8,615 | 0.00 | 0.15 | 0 | 0.00 | 03-31-2023 |
NICHOLAS HOFFMAN & COMPANY LLC | Stock | 1253 | $1,957,656 | 8,598 | 0.00 | 0.00 | -3,196 | -27.10 | 03-31-2024 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | COM | 1254 | $1,607,752 | 8,582 | 0.00 | 0.00 | -82 | -0.95 | 12-31-2023 |