Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TELEMUS CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 165 | 4.99 | 12-31-2023 |
HORAN CAPITAL ADVISORS LLC | COM | 902 | $357,893 | 3,473 | 0.00 | 0.00 | -261 | -6.99 | 03-31-2024 |
ARIES WEALTH MANAGEMENT | COM | 903 | $277,793 | 3,456 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RELYEA ZUCKERBERG HANSON LLC | COM | 904 | $355,626 | 3,451 | 0.00 | 0.00 | 27 | 0.79 | 03-31-2024 |