Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOUTHSTATE CORP | ADR | Liquidated | $0 | 0 | 0.00 | 110 | +Inf | 12-31-2023 | |
WEST BRANCH CAPITAL LLC | COM | 952 | $5,540 | 101 | 0.00 | 101 | +Inf | 12-31-2023 | |
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 953 | $5,965 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MAIN STREET GROUP LTD | FOREIGN CANADIAN | 954 | $5,485,000 | 100 | 0.00 | 100 | +Inf | 12-31-2023 |