Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARCADIA INVESTMENT MANAGEMENT CORP/MI | CL B | 3701 | $7,049 | 75 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RETIREMENT GROUP LLC | CL B | 3702 | $6,861 | 73 | 0.00 | 0.00 | -2,501 | -97.16 | 03-31-2024 |
NAPLES MONEY MANAGEMENT LLC | Stock | 3703 | $6,673 | 71 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLEAR INVESTMENT RESEARCH LLC | CL B | Liquidated | $0 | 0 | 0.00 | 69 | +Inf | 03-31-2024 |