Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORUM FINANCIAL MANAGEMENT LP | COM | 901 | $296,321 | 3,561 | 0.00 | 0.00 | -5 | -0.14 | 03-31-2024 |
DEMARS FINANCIAL GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,224 | -25.89 | 03-31-2024 |
EVERGREEN WEALTH SOLUTIONS LLC | COM | 903 | $277,806 | 3,494 | 0.00 | 0.00 | 202 | 6.14 | 12-31-2023 |
GREENLEAF TRUST | COM | 904 | $290,153 | 3,487 | 0.00 | 0.00 | -58 | -1.64 | 03-31-2024 |