Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNITED ADVISOR GROUP LLC | COM | 1351 | $205,899 | 1,039 | 0.00 | 1,039 | +Inf | 03-31-2024 | |
CARMEL CAPITAL PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 1,027 | +Inf | 03-31-2024 | |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 1353 | $203,361 | 1,026 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WALDRON PRIVATE WEALTH LLC | COM | 1354 | $203,322 | 1,026 | 0.00 | 1,026 | +Inf | 03-31-2024 |