Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PREMIER PATH WEALTH PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,446 | +Inf | 03-31-2024 | |
PRINCIPAL SECURITIES INC | COM | 1102 | $204,089 | 2,443 | 0.00 | 2,443 | +Inf | 12-31-2023 | |
WINTHROP ADVISORY GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,411 | +Inf | 03-31-2024 | |
HANCOCK WHITNEY CORP | COM | 1104 | $200,639 | 2,402 | 0.00 | 2,402 | +Inf | 12-31-2023 |