Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTH STAR INVESTMENT MANAGEMENT CORP | COM | 301 | $40,638 | 1,250 | 0.00 | 1,250 | +Inf | 03-31-2024 | |
HHM WEALTH ADVISORS LLC | COM | 302 | $40,573 | 1,248 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORTH STAR INVESTMENT MANAGEMENT CORP | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 304 | $36,978 | 1,137 | 0.00 | 0.00 | 4 | 0.35 | 03-31-2024 |