Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 401 | $22,217 | 752 | 0.00 | 0.00 | -908 | -54.70 | 06-30-2024 |
SIGNATUREFD LLC | COM | 402 | $19,378 | 656 | 0.00 | 0.00 | 56 | 9.33 | 06-30-2024 |
BARTLETT & CO LLC | COM | 403 | $19,000 | 600 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PARKSIDE FINANCIAL BANK & TRUST | COM | 404 | $17,724 | 600 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |