Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALIGN WEALTH MANAGEMENT LLC | COM | 451 | $31,042 | 441 | 0.00 | 441 | +Inf | 12-31-2022 | |
BKM WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 435 | +Inf | 03-31-2024 | |
FIFTH THIRD BANCORP | COM | 453 | $27,361 | 424 | 0.00 | 0.00 | 169 | 66.27 | 03-31-2024 |
COHEN & STEERS INC | COM | 454 | $27,000 | 353 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |