Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALPHA FAMILY TRUST | CMN | 1701 | $225,081 | 2,670 | 0.00 | 0.00 | -680 | -20.30 | 06-30-2023 |
ALPS ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -11,342 | -80.96 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WEST MICHIGAN ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,644 | +Inf | 03-31-2024 |