Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 25 | 312.50 | 03-31-2024 |
CITY STATE BANK | CL A | Liquidated | $0 | 0 | 0.00 | 31 | +Inf | 03-31-2024 | |
GLASS JACOBSON INVESTMENT ADVISORS LLC | CL A | 1353 | $345 | 30 | 0.00 | 30 | +Inf | 03-31-2024 | |
MINE & ARAO WEALTH CREATION & MANAGEMENT LLC | CL A | 1354 | $0 | 30 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |