Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARKSIDE FINANCIAL BANK & TRUST | COM | 851 | $11,102 | 147 | 0.00 | 0.00 | 18 | 13.95 | 03-31-2024 |
GLASS JACOBSON INVESTMENT ADVISORS LLC | COM | 852 | $10,271 | 136 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FORMULAFOLIO INVESTMENTS LLC | COM | 853 | $9,000 | 126 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2021 |
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 854 | $9,365 | 124 | 0.00 | 124 | +Inf | 03-31-2024 |