Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WRAPMANAGER INC | CL A | 1901 | $2,772,398 | 5,757 | 0.00 | 0.00 | 38 | 0.66 | 03-31-2024 |
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT LLC | CL A | 1902 | $2,770,473 | 5,753 | 0.00 | 5,753 | +Inf | 03-31-2024 | |
HANCOCK WHITNEY CORP | COMMON STOCK | 1903 | $2,769,027 | 5,750 | 0.00 | 5,750 | +Inf | 03-31-2024 | |
MEADOWBROOK INVESTMENT ADVISORS LLC | Equiti | 1904 | $2,450,300 | 5,745 | 0.00 | 5,745 | +Inf | 12-31-2023 |