Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PROFIT INVESTMENT MANAGEMENT LLC | COM | 851 | $884,490 | 66,603 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORRIS PERNE & FRENCH LLP/MI | Stock | 852 | $883,033 | 66,493 | 0.00 | 0.00 | -1,050 | -1.55 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 853 | $744,000 | 66,386 | 0.05 | 66,386 | +Inf | 09-30-2022 | |
SIGNAL ADVISORS WEALTH LLC | COM | 854 | $806,773 | 66,183 | 0.00 | 66,183 | +Inf | 12-31-2023 |