Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTH STAR INVESTMENT MANAGEMENT CORP | COM | 1251 | $7,921 | 279 | 0.00 | 279 | +Inf | 03-31-2024 | |
COLONIAL TRUST ADVISORS | Stock | 1252 | $6,716 | 278 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
EXCHANGE TRADED CONCEPTS LLC | COM | 1253 | $7,879 | 278 | 0.00 | 278 | +Inf | 03-31-2024 | |
GAME PLAN FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 275 | +Inf | 03-31-2024 |