Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GYL FINANCIAL SYNERGIES LLC | SHS CLASS A | 1051 | $5,117,350 | 14,764 | 0.00 | 0.00 | 272 | 1.88 | 03-31-2024 |
CONNABLE OFFICE INC | Com | 1052 | $5,111,111 | 14,746 | 0.00 | 0.00 | -537 | -3.51 | 03-31-2024 |
VESTMARK ADVISORY SOLUTIONS INC | SHS CLASS A | 1053 | $5,091,945 | 14,691 | 0.00 | 0.00 | -393 | -2.61 | 03-31-2024 |
FIRST FOUNDATION ADVISORS | SHS CLASS A | 1054 | $4,510,832 | 14,688 | 0.00 | 0.00 | 3,114 | 26.91 | 09-30-2023 |