Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTH STAR INVESTMENT MANAGEMENT CORP | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CREATIVE FINANCIAL DESIGNS INC /ADV | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RICHARDSON FINANCIAL SERVICES INC | Common Stock | 1653 | $2,476 | 3 | 0.00 | 3 | +Inf | 03-31-2024 | |
CAITLIN JOHN LLC | COM | 1654 | $2,416 | 3 | 0.00 | 3 | +Inf | 12-31-2023 |