Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DETALUS ADVISORS LLC | COM | 1651 | $1,775,540 | 15,622 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VALMARK ADVISERS INC | COM | 1652 | $1,705,817 | 15,498 | 0.00 | 0.03 | 565 | 3.78 | 12-31-2023 |
SECURED RETIREMENT ADVISORS LLC | COM | 1653 | $1,702,563 | 15,468 | 0.00 | 15,468 | +Inf | 12-31-2023 | |
PEKIN HARDY STRAUSS INC | COM | 1654 | $1,684,904 | 15,455 | 0.00 | 0.00 | -400 | -2.52 | 06-30-2023 |