Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTRAL TRUST CO | COM | 451 | $224,220 | 1,135 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | Liquidated | $220,722 | 1,117 | 0.00 | 0.00 | 1,117 | +Inf | 03-31-2024 |
MOORS & CABOT INC | COM | 453 | $219,281 | 1,110 | 0.00 | 1,110 | +Inf | 03-31-2024 | |
CIBC ASSET MANAGEMENT INC | COM | 454 | $218,688 | 1,107 | 0.00 | 1,107 | +Inf | 03-31-2024 |