Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOWE & RUSLING INC | COM | 1551 | $638,206 | 6,017 | 0.00 | 0.00 | 913 | 17.89 | 03-31-2024 |
GM ADVISORY GROUP LLC | COM | 1552 | $637,905 | 6,014 | 0.00 | 0.00 | 200 | 3.44 | 03-31-2024 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | Common Stock | 1553 | $631,606 | 6,009 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
XY CAPITAL LTD | COM | Liquidated | $0 | 0 | 0.00 | 6,000 | +Inf | 12-31-2023 |