Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINTRUST CAPITAL ADVISORS LLC | COM | 2951 | $797,381 | 1,088 | 0.00 | 0.00 | -217 | -16.63 | 03-31-2024 |
TEN CAPITAL WEALTH ADVISORS LLC | Stock | 2952 | $585,000 | 1,087 | 0.17 | 0.15 | 370 | 51.60 | 06-30-2023 |
ADVISORY SERVICES & INVESTMENTS LLC | COM | 2953 | $711,743 | 1,078 | 0.00 | 0.00 | -17 | -1.55 | 12-31-2023 |
FIRST FINANCIAL CORP /IN/ | COMMON STOCK | 2954 | $789,037 | 1,077 | 0.00 | 0.00 | -46 | -4.10 | 03-31-2024 |