Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LARSON FINANCIAL GROUP LLC | COM | 901 | $617 | 27 | 0.00 | 0.00 | -100 | -78.74 | 12-31-2023 |
NORTH STAR INVESTMENT MANAGEMENT CORP | COM | 902 | $551 | 26 | 0.00 | 26 | +Inf | 03-31-2024 | |
FORTIS GROUP ADVISORS LLC | Common Stock | 903 | $550 | 24 | 0.00 | 0.00 | 12 | 100.00 | 12-31-2023 |
SARGENT BICKHAM LAGUDIS LLC | COM | 904 | $628 | 24 | 0.00 | 0.00 | -159 | -86.89 | 12-31-2022 |