Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
1776 WEALTH LLC | Common | 1701 | $223,445 | 16,825 | 0.00 | 16,825 | +Inf | 03-31-2024 | |
GLEASON GROUP INC | COM | 1702 | $223,303 | 16,815 | 0.00 | 0.00 | 366 | 2.23 | 03-31-2024 |
SIGNALPOINT ASSET MANAGEMENT LLC | COM | 1703 | $223,166 | 16,805 | 0.00 | 0.00 | 911 | 5.73 | 03-31-2024 |
TELEMUS CAPITAL LLC | COM | 1704 | $204,329 | 16,762 | 0.00 | 0.00 | -144 | -0.85 | 12-31-2023 |