Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMERICA SECURITIESINC | COM | 1801 | $1,091,397 | 33,675 | 0.00 | 0.00 | -9,753 | -22.46 | 09-30-2023 |
WEAVER C BARKSDALE & ASSOCIATES INC | COM | 1802 | $1,250,960 | 33,637 | 0.00 | 0.00 | -3,103 | -8.45 | 06-30-2023 |
CREATIVE FINANCIAL DESIGNS INC /ADV | Stock | 1803 | $1,267,902 | 33,631 | 0.00 | 0.00 | -19,254 | -36.41 | 12-31-2023 |
CARMICHAEL HILL & ASSOCIATES INC | COM | 1804 | $1,409,768 | 33,598 | 0.00 | 0.00 | -464 | -1.36 | 03-31-2024 |