Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEYBANK NATIONAL ASSOCIATION/OH | COM | 1051 | $2,282,302 | 29,644 | 0.00 | 0.00 | 8,262 | 38.64 | 03-31-2024 |
MORAN WEALTH MANAGEMENT LLC | COM | 1052 | $2,267,125 | 29,447 | 0.00 | 0.00 | 10,914 | 58.89 | 03-31-2024 |
ATOMI FINANCIAL GROUP INC | COM | 1053 | $2,262,659 | 29,389 | 0.00 | 0.00 | 7,213 | 32.53 | 03-31-2024 |
SYKON CAPITAL LLC | COM | 1054 | $2,227,090 | 28,927 | 0.00 | 0.00 | -9,616 | -24.95 | 03-31-2024 |