Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARCADIA INVESTMENT MANAGEMENT CORP/MI | COM | 3601 | $49,756 | 175 | 0.00 | 0.00 | -1,601 | -90.15 | 03-31-2024 |
LEVEL FINANCIAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 100 | 135.14 | 03-31-2024 |
CLEAR PERSPECTIVES FINANCIAL PLANNING LLC | COM | 3603 | $40,614 | 168 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
WEST TOWER GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 163 | +Inf | 03-31-2024 |