Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINTRUST CAPITAL ADVISORS LLC | COM | 701 | $55,230 | 113 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LGT FINANCIAL ADVISORS LLC | COM | 702 | $53,275 | 109 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 703 | $50,831 | 104 | 0.00 | 0.00 | 1 | 0.97 | 03-31-2024 |
ZIONS BANCORPORATION NA | Com | 704 | $48,876 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |