Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 1051 | $26,974 | 346 | 0.00 | 0.00 | -83 | -19.35 | 03-31-2024 |
PARKSIDE FINANCIAL BANK & TRUST | COM | 1052 | $26,273 | 337 | 0.00 | 0.00 | 121 | 56.02 | 03-31-2024 |
VENTURI WEALTH MANAGEMENT LLC | COM | 1053 | $25,337 | 325 | 0.00 | 0.00 | -71 | -17.93 | 03-31-2024 |
3CHOPT INVESTMENT PARTNERS LLC | Common Stock | Liquidated | $0 | 0 | 0.00 | 313 | +Inf | 12-31-2023 |