Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JFS WEALTH ADVISORS LLC | COM NEW | 851 | $5,044 | 102 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PARKSIDE FINANCIAL BANK & TRUST | COM NEW | 852 | $5,045 | 102 | 0.00 | 0.00 | -33 | -24.44 | 03-31-2024 |
VENTURI WEALTH MANAGEMENT LLC | COM NEW | 853 | $4,847 | 98 | 0.00 | 0.00 | -12 | -10.91 | 03-31-2024 |
EARNEST PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |