Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VIAWEALTH LLC | COM NON VTG | 851 | $424,683 | 6,207 | 0.00 | 0.00 | 40 | 0.65 | 12-31-2023 |
SUMMIT FINANCIAL LLC | Common Stock | 852 | $475,531 | 6,191 | 0.00 | 0.00 | 1,014 | 19.59 | 03-31-2024 |
HM CAPITAL MANAGEMENT LLC | COM NON VTG | 853 | $515,000 | 6,182 | 0.29 | 0.25 | -619 | -9.10 | 06-30-2022 |
HILLTOP HOLDINGS INC | COM NON VTG | 854 | $465,942 | 6,160 | 0.00 | 0.07 | 0 | 0.00 | 09-30-2023 |