Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARKSIDE FINANCIAL BANK & TRUST | CL C CAP STK | 901 | $5,854 | 120 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 114 | +Inf | 12-31-2023 | |
BERGANKDV WEALTH MANAGEMENT LLC | CL C CAP STK | 903 | $5,680 | 113 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CRANBROOK WEALTH MANAGEMENT LLC | CL C CAP STK | Liquidated | $0 | 0 | 0.00 | 110 | +Inf | 03-31-2024 |