Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HANCOCK WHITNEY CORP | COM | 1001 | $2,098,922 | 7,009 | 0.00 | 0.00 | 187 | 2.74 | 12-31-2023 |
HARBOR INVESTMENT ADVISORY LLC | Stock | 1002 | $2,498,648 | 6,982 | 0.00 | 0.00 | 31 | 0.45 | 03-31-2024 |
BROWN MILLER WEALTH MANAGEMENT LLC | COM | 1003 | $2,497,000 | 6,978 | 1.10 | 1.03 | 67 | 0.97 | 03-31-2024 |
LINCOLN NATIONAL CORP | COM | 1004 | $2,080,870 | 6,949 | 0.00 | 0.03 | 1,914 | 38.01 | 12-31-2023 |