Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARBOR TRUST WEALTH ADVISORS LLC | COM | 1301 | $2,480,963 | 6,668 | 0.00 | 0.00 | -75 | -1.11 | 03-31-2024 |
FMA ADVISORY INC | COM | 1302 | $1,278,000 | 6,656 | 0.48 | 0.60 | -730 | -9.88 | 09-30-2021 |
CORECAP ADVISORS LLC | COM | 1303 | $1,965,939 | 6,649 | 0.00 | 0.00 | -1,827 | -21.55 | 12-31-2023 |
IMPRINT WEALTH LLC | COM | 1304 | $1,962,061 | 6,636 | 0.00 | 0.85 | -1,531,448 | -99.57 | 12-31-2023 |