Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIDUCIARY TRUST CO | COM | 601 | $628,000 | 2,877 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2022 |
HARVEST FUND MANAGEMENT CO LTD | COM | 602 | $567,000 | 2,862 | 0.05 | 0.00 | 2,781 | 3433.33 | 03-31-2024 |
DUNCAN WILLIAMS ASSET MANAGEMENT LLC | Stock | 603 | $559,175 | 2,824 | 0.00 | 2,824 | +Inf | 03-31-2024 | |
NATIONAL WEALTH MANAGEMENT GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,775 | +Inf | 03-31-2024 |