Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARK SHEPTOFF FINANCIAL PLANNING LLC | COM | 201 | $469,524 | 2,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
REGIONS FINANCIAL CORP | COM | 202 | $441,493 | 2,151 | 0.00 | 0.00 | 61 | 2.92 | 03-31-2024 |
CAPTRUST FINANCIAL ADVISORS | Stock | 203 | $424,662 | 2,069 | 0.00 | 0.00 | 194 | 10.35 | 03-31-2024 |
HIGHTOWER ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 54 | 2.90 | 03-31-2024 |