Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COPPERWYND FINANCIAL LLC | COM | 2401 | $782,466 | 2,598 | 0.00 | 0.00 | -275 | -9.57 | 03-31-2024 |
ABLES IANNONE MOORE & ASSOCIATES INC | Stock | 2402 | $679,954 | 2,584 | 0.00 | 2,584 | +Inf | 12-31-2023 | |
INTERCHANGE CAPITAL PARTNERS LLC | COM | 2403 | $785,233 | 2,584 | 0.00 | 0.00 | -255 | -8.98 | 03-31-2024 |
SUNFLOWER BANK NA | Equities | 2404 | $774,635 | 2,572 | 0.00 | 0.00 | 235 | 10.06 | 03-31-2024 |