Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINDBROOK CAPITAL LLC | Stock | 651 | $81,828 | 1,929 | 0.00 | 0.00 | 476 | 32.76 | 03-31-2024 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRUVESTMENTS CAPITAL LLC | COM | 653 | $78,544 | 1,851 | 0.00 | 0.00 | 1 | 0.05 | 09-30-2023 |
FIELDPOINT PRIVATE SECURITIES LLC | Stock | 654 | $66,000 | 1,544 | 0.02 | 0.03 | -272 | -14.98 | 06-30-2022 |