Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH ALLIANCE | COM | 701 | $432,795 | 5,552 | 0.00 | 0.00 | -187 | -3.26 | 03-31-2024 |
LAUREL WEALTH ADVISORS INC | COM | 702 | $412,000 | 5,513 | 0.04 | 0.04 | 0 | 0.00 | 12-31-2022 |
GREENLEAF TRUST | COM | 703 | $428,858 | 5,501 | 0.00 | 0.00 | 354 | 6.88 | 03-31-2024 |
PRINCIPLE WEALTH PARTNERS LLC | COM | 704 | $428,780 | 5,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |