Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 3451 | $1,056,217 | 2,984 | 0.00 | 0.00 | 1,463 | 96.19 | 12-31-2023 |
CARMICHAEL HILL & ASSOCIATES INC | CL A | 3452 | $1,448,088 | 2,982 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WESTSHORE WEALTH LLC | CL A | 3453 | $1,053,385 | 2,976 | 0.00 | 0.00 | -28 | -0.93 | 12-31-2023 |
J W COONS ADVISORS LLC | CL A | 3454 | $1,053,385 | 2,976 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |