Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 851 | $5,551 | 97 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 6 | 6.67 | 12-31-2023 |
SYSTM WEALTH SOLUTIONS LLC | COM SER C | 853 | $5,266 | 92 | 0.00 | 0.00 | -16 | -14.81 | 03-31-2024 |
CORDASCO FINANCIAL NETWORK | COM SER C | 854 | $12,000 | 91 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |