Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREAT LAKES RETIREMENT INC | COM | 2801 | $836,853 | 5,308 | 0.00 | 0.00 | 207 | 4.06 | 12-31-2023 |
MBA ADVISORS LLC | COM | 2802 | $319,211 | 5,305 | 0.00 | 0.00 | 3,359 | 172.61 | 03-31-2024 |
CARMEL CAPITAL PARTNERS LLC | COM | 2803 | $319,142 | 5,304 | 0.00 | 0.00 | 3,591 | 209.63 | 03-31-2024 |
STORDAHL CAPITAL MANAGEMENT INC | COM | 2804 | $319,021 | 5,302 | 0.00 | 0.00 | 3,488 | 192.28 | 03-31-2024 |