Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EMPOWER ADVISORY GROUP LLC | COM | 801 | $240,279 | 2,020 | 0.00 | 2,020 | +Inf | 03-31-2024 | |
SEACREST WEALTH MANAGEMENT LLC | COM | 802 | $238,953 | 2,009 | 0.00 | 0.00 | -256 | -11.30 | 03-31-2024 |
ARBOR TRUST WEALTH ADVISORS LLC | COM | 803 | $221,280 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
DUNCKER STREETT & CO INC | COM | 804 | $237,900 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |