Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MV CAPITAL MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLEARSTEAD ADVISORS LLC | COM | 402 | $3,340 | 132 | 0.00 | 0.00 | 60 | 83.33 | 12-31-2023 |
MASSMUTUAL TRUST CO FSB/ADV | Closed-end REIT | 403 | $3,157 | 129 | 0.00 | 129 | +Inf | 03-31-2024 | |
WEST TOWER GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -443 | -79.53 | 12-31-2023 |