Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CYPRESS CAPITAL GROUP | SHS CLASS A | 801 | $9,430,579 | 27,208 | 0.00 | 0.00 | -3,470 | -11.31 | 03-31-2024 |
EP WEALTH ADVISORS LLC | SHS CLASS A | 802 | $9,426,771 | 27,197 | 0.00 | 0.00 | 224 | 0.83 | 03-31-2024 |
BENJAMIN EDWARDS INC | SHS CLASS A | 803 | $9,409,000 | 27,145 | 1.87 | 1.99 | 1,112 | 4.27 | 03-31-2024 |
SYNOVUS FINANCIAL CORP | SHS CLASS A | 804 | $9,382,247 | 27,067 | 0.00 | 0.00 | -21,255 | -43.99 | 03-31-2024 |