Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INDEPENDENT ADVISOR ALLIANCE | COM | 901 | $970,223 | 7,901 | 0.00 | 0.00 | -620 | -7.28 | 03-31-2024 |
TIAA FSB | Common / Ordinary Stock | 902 | $883,437 | 7,897 | 0.00 | 0.00 | -154 | -1.91 | 06-30-2023 |
STRONG TOWER ADVISORY SERVICES | COM | 903 | $957,963 | 7,877 | 0.00 | 0.00 | 1,040 | 15.21 | 03-31-2024 |
PEAPACK GLADSTONE FINANCIAL CORP | COM | 904 | $967,000 | 7,877 | 0.02 | 0.02 | 108 | 1.39 | 03-31-2024 |