Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUST CO | COM | 1001 | $49,074 | 108 | 0.00 | 108 | +Inf | 03-31-2024 | |
COLUMN CAPITAL ADVISORS LLC | Stock | 1002 | $46,787 | 107 | 0.00 | 0.00 | -9 | -7.76 | 09-30-2023 |
FRONT ROW ADVISORS LLC | Stock | Liquidated | $48,165 | 106 | 0.00 | 0.00 | 106 | +Inf | 03-31-2024 |
MILESTONE INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 105 | +Inf | 12-31-2023 |