Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CUTTER & CO BROKERAGE INC | COM | 1251 | $348,047 | 4,115 | 0.00 | 0.00 | -1,616 | -28.20 | 03-31-2024 |
STRATEGIC BLUEPRINT LLC | Stock | 1252 | $347,624 | 4,110 | 0.00 | 0.00 | 266 | 6.92 | 03-31-2024 |
GREENLEAF TRUST | CL A | 1253 | $347,539 | 4,109 | 0.00 | 0.00 | 49 | 1.21 | 03-31-2024 |
DORSEY & WHITNEY TRUST CO LLC | CL A | 1254 | $347,370 | 4,107 | 0.00 | 0.00 | -1,385 | -25.22 | 03-31-2024 |