Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COHEN & STEERS INC | COM | 451 | $20,000 | 348 | 0.00 | 348 | +Inf | 06-30-2023 | |
CONCOURSE FINANCIAL GROUP SECURITIES INC | COM NEW | 452 | $14,423 | 288 | 0.00 | 0.00 | 146 | 102.82 | 06-30-2024 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 453 | $13,821 | 276 | 0.00 | 0.00 | 18 | 6.98 | 06-30-2024 |
BLUE TRUST INC | COM NEW | 454 | $12,443 | 244 | 0.00 | 0.00 | 59 | 31.89 | 06-30-2024 |