Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATLANTIC UNION BANKSHARES CORP | Stock | 1051 | $930,673 | 7,195 | 0.00 | 0.00 | -5 | -0.07 | 03-31-2024 |
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | 1052 | $927,541 | 7,171 | 0.00 | 0.00 | -445 | -5.84 | 03-31-2024 |
FCF ADVISORS LLC | COM | 1053 | $987,267 | 7,151 | 0.00 | 0.00 | 314 | 4.59 | 06-30-2023 |
NEOS INVESTMENT MANAGEMENT LLC | COM | 1054 | $923,688 | 7,141 | 0.00 | 0.00 | 2,735 | 62.07 | 03-31-2024 |