Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
M&T BANK CORP | COM NEW | 601 | $1,776,078 | 22,716 | 0.00 | 0.00 | -3,341 | -12.82 | 03-31-2024 |
SIMPLICITY WEALTHLLC | COM NEW | 602 | $1,775,146 | 22,709 | 0.00 | 22,709 | +Inf | 03-31-2024 | |
CURATED WEALTH PARTNERS LLC | COM | 603 | $1,774,769 | 22,704 | 0.00 | 22,704 | +Inf | 03-31-2024 | |
IEQ CAPITAL LLC | COM NEW | 604 | $1,537,636 | 22,696 | 0.00 | 0.00 | 3,776 | 19.96 | 12-31-2023 |