Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREENLEAF TRUST | COM | 951 | $5,779,056 | 34,135 | 0.00 | 0.00 | 443 | 1.31 | 03-31-2024 |
VALLEY WEALTH MANAGERS INC | Stock | 952 | $5,728,347 | 33,835 | 0.00 | 0.00 | -791 | -2.28 | 03-31-2024 |
LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD | COM | 953 | $4,315,266,000 | 33,824 | 0.21 | 0.16 | -3,059 | -8.29 | 03-31-2023 |
BLEAKLEY FINANCIAL GROUP LLC | COM | 954 | $4,883,639 | 33,766 | 0.00 | 0.00 | 308 | 0.92 | 12-31-2023 |