Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TCF NATIONAL BANK | COMMON STOCK | 1701 | $532,000 | 6,771 | 0.06 | 6,771 | +Inf | 03-31-2021 | |
AMELIORA WEALTH MANAGEMENT LTD | COM | 1702 | $1,221,775 | 6,759 | 0.00 | 0.00 | 1,550 | 29.76 | 03-31-2024 |
PARKSIDE FINANCIAL BANK & TRUST | COM | 1703 | $1,217,045 | 6,743 | 0.00 | 0.00 | -243 | -3.48 | 03-31-2024 |
LLOYD ADVISORY SERVICES LLC | COM | Liquidated | $1,213,495 | 6,725 | 0.00 | 0.00 | 6,725 | +Inf | 03-31-2024 |