Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLARKSTON CAPITAL PARTNERS LLC | COM | 1651 | $907,808 | 5,211 | 0.00 | 0.00 | 211 | 4.22 | 03-31-2024 |
SENTRY LLC | COM | 1652 | $906,415 | 5,203 | 0.00 | 0.00 | -2 | -0.04 | 03-31-2024 |
LEGACY WEALTH ASSET MANAGEMENT LLC | COM | 1653 | $903,453 | 5,186 | 0.00 | 0.00 | 50 | 0.97 | 03-31-2024 |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -12 | -0.23 | 12-31-2023 |