Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RE DICKINSON INVESTMENT ADVISORS LLC | COM | 1601 | $13,000 | 345 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 1602 | $13,296 | 344 | 0.00 | 0.00 | 172 | 100.00 | 12-31-2023 |
CONCORD WEALTH PARTNERS | COM | 1603 | $12,977 | 344 | 0.00 | 0.00 | -311 | -47.48 | 09-30-2023 |
COSTON MCISAAC & PARTNERS | COMMON STOCK | 1604 | $14,000 | 341 | 0.00 | 0.00 | -11 | -3.12 | 03-31-2024 |