Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TSFG LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 702 | $14,692 | 504 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FUTURE FINANCIAL WEALTH MANAGMENT LLC | Stock | 703 | $14,575 | 500 | 0.00 | 500 | +Inf | 03-31-2024 | |
EXCHANGE TRADED CONCEPTS LLC | COM | Liquidated | $0 | 0 | 0.00 | 480 | +Inf | 03-31-2024 |