Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGMA INVESTMENT COUNSELORS INC | COM | 1651 | $14,394,762 | 79,802 | 0.00 | 0.00 | -951 | -1.18 | 03-31-2024 |
BISON WEALTH LLC | COM | 1652 | $12,102,477 | 79,653 | 0.00 | 0.00 | 1,267 | 1.62 | 12-31-2023 |
CORNERSTONE WEALTH MANAGEMENT LLC | COM | 1653 | $14,356,234 | 79,589 | 0.00 | 0.00 | -1,988 | -2.44 | 03-31-2024 |
M&R CAPITAL MANAGEMENT INC | Stock | 1654 | $14,308,360 | 79,328 | 0.00 | 0.00 | -1,950 | -2.40 | 03-31-2024 |