Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREENLEAF TRUST | COM | 451 | $927,244 | 2,127 | 0.00 | 0.00 | -423 | -16.59 | 03-31-2024 |
MOMENTUM ADVISORS LLC | COM | 452 | $387,000 | 2,090 | 0.43 | 2,090 | +Inf | 09-30-2022 | |
VERDENCE CAPITAL ADVISORS LLC | COM | 453 | $900,077 | 2,065 | 0.00 | 0.00 | -42 | -1.99 | 03-31-2024 |
KESTRA PRIVATE WEALTH SERVICES LLC | COM | 454 | $881,836 | 2,023 | 0.00 | 0.00 | 346 | 20.63 | 03-31-2024 |