Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DAGCO INC | COM | Liquidated | $0 | 0 | 0.00 | 1,678 | +Inf | 03-31-2024 | |
BENJAMIN EDWARDS INC | COM | 452 | $6,000 | 1,574 | 0.00 | 0.00 | 563 | 55.69 | 03-31-2024 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 453 | $5,417 | 1,484 | 0.00 | 1,484 | +Inf | 03-31-2024 | |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 454 | $4,163 | 1,110 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |