Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BERGANKDV WEALTH MANAGEMENT LLC | COM | 751 | $27,814 | 230 | 0.00 | 0.00 | -328 | -58.78 | 06-30-2023 |
FIRST MERCANTILE TRUST CO | COM | 752 | $27,000 | 228 | 0.00 | 0.03 | -1,402 | -86.01 | 09-30-2021 |
CORECAP ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 220 | +Inf | 06-30-2023 | |
SPIRE WEALTH MANAGEMENT | COM | 754 | $21,526 | 215 | 0.00 | 0.00 | 200 | 1333.33 | 03-31-2024 |