Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FUND MANAGEMENT AT ENGINE NO 1 LLC | COM | 951 | $454,688 | 3,066 | 0.00 | 0.00 | 479 | 18.52 | 06-30-2023 |
PERSONAL CFO SOLUTIONS LLC | COM | 952 | $457,918 | 3,061 | 0.00 | 0.00 | 3 | 0.10 | 12-31-2023 |
BAKER TILLY WEALTH MANAGEMENT LLC | COM | 953 | $439,246 | 3,031 | 0.00 | 0.00 | -125 | -3.96 | 03-31-2024 |
SYNOVUS FINANCIAL CORP | COM | 954 | $437,880 | 3,021 | 0.00 | 0.00 | -141 | -4.46 | 03-31-2024 |