Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | REIT | 851 | $13,000 | 52 | 0.01 | 0.01 | 1 | 1.96 | 03-31-2024 |
PLANTE MORAN FINANCIAL ADVISORS LLC | REIT | 852 | $12,241 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CARROLL FINANCIAL ASSOCIATES INC | REIT | 853 | $16,000 | 47 | 0.00 | 0.00 | -6 | -11.32 | 12-31-2021 |
SOA WEALTH ADVISORS LLC | REIT | 854 | $11,377 | 46 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |