Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUNTINGTON NATIONAL BANK | COMMON STOCK | 701 | $861,699 | 6,529 | 0.00 | 0.00 | -346 | -5.03 | 03-31-2024 |
BRADLEY FOSTER & SARGENT INC/CT | com | 702 | $852,459 | 6,459 | 0.00 | 0.00 | 7 | 0.11 | 03-31-2024 |
ADVISORS ASSET MANAGEMENT INC | COM | 703 | $839,129 | 6,358 | 0.00 | 6,358 | +Inf | 03-31-2024 | |
KESTRA ADVISORY SERVICES LLC | COM | 704 | $833,927 | 6,319 | 0.00 | 0.00 | 274 | 4.53 | 03-31-2024 |