Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMERICA BANK | COMMON | 501 | $592 | 89 | 0.00 | 0.00 | -1,803 | -95.30 | 03-31-2024 |
FARTHER FINANCE ADVISORS LLC | Stock | 502 | $956 | 77 | 0.00 | 77 | +Inf | 06-30-2023 | |
CIBC PRIVATE WEALTH GROUP LLC | COM | 503 | $414 | 63 | 0.00 | 63 | +Inf | 03-31-2024 | |
BLUE TRUST INC | COM | Liquidated | $0 | 0 | 0.00 | 59 | +Inf | 03-31-2024 |