Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCIPAL SECURITIES INC | COM | 501 | $8,537 | 558 | 0.00 | 558 | +Inf | 12-31-2023 | |
CHILTON CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 554 | +Inf | 03-31-2024 | |
TRUE WEALTH DESIGN LLC | COM | 503 | $6,715 | 524 | 0.00 | 0.00 | 7 | 1.35 | 06-30-2023 |
NORTH STAR INVESTMENT MANAGEMENT CORP | REIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 100 | 23.81 | 03-31-2024 |