Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREENLEAF TRUST | COM | 501 | $507,063 | 9,221 | 0.00 | 0.00 | 577 | 6.68 | 03-31-2024 |
MARSHALL WACE LLP | COMMON STOCK | 502 | $389,331 | 9,191 | 0.00 | 0.00 | -162,521 | -94.65 | 06-30-2023 |
SHAKESPEARE WEALTH MANAGEMENT LLC | COM | 503 | $498,759 | 9,070 | 0.00 | 0.00 | -255 | -2.73 | 03-31-2024 |
CONTRAVISORY INVESTMENT MANAGEMENT INC | COM | 504 | $497,495 | 9,047 | 0.00 | 9,047 | +Inf | 03-31-2024 |