Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGMA INVESTMENT COUNSELORS INC | COM CL A | 2151 | $4,154,025 | 14,885 | 0.00 | 0.00 | 13,534 | 1001.78 | 03-31-2024 |
AUSDAL FINANCIAL PARTNERS INC | COM CL A | 2152 | $4,143,119 | 14,846 | 0.00 | 0.00 | -141 | -0.94 | 03-31-2024 |
CHERRY CREEK INVESTMENT ADVISORS INC | COM CL A | 2153 | $4,142,927 | 14,845 | 0.00 | 0.00 | -106 | -0.71 | 03-31-2024 |
PRIVATE CAPITAL MANAGEMENT LLC | COM CL A | 2154 | $3,861,630 | 14,832 | 0.00 | 0.00 | 2,614 | 21.39 | 12-31-2023 |