Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GYL FINANCIAL SYNERGIES LLC | COM | 701 | $17,827,440 | 109,876 | 0.00 | 0.00 | -223 | -0.20 | 03-31-2024 |
ADVISORY SERVICES NETWORK LLC | Stock | 702 | $17,764,563 | 109,488 | 0.00 | 0.00 | 6,412 | 6.22 | 03-31-2024 |
HOWLAND CAPITAL MANAGEMENT LLC | COM | 703 | $17,761,995 | 109,473 | 0.00 | 0.00 | 2,209 | 2.06 | 03-31-2024 |
SATHER FINANCIAL GROUP INC | COM | 704 | $17,746,743 | 109,379 | 0.00 | 0.00 | -51,137 | -31.86 | 03-31-2024 |