Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEW WORLD ADVISORS LLC | COM | 1251 | $381,515 | 1,465 | 0.00 | 0.00 | 22 | 1.52 | 03-31-2024 |
CONNECTICUT WEALTH MANAGEMENT LLC | COM | 1252 | $379,692 | 1,458 | 0.00 | 0.00 | 21 | 1.46 | 03-31-2024 |
HILLTOP HOLDINGS INC | COM | 1253 | $301,675 | 1,458 | 0.00 | 0.04 | -93 | -6.00 | 09-30-2023 |
RESONANT CAPITAL ADVISORS LLC | COM | 1254 | $377,609 | 1,450 | 0.00 | 1,450 | +Inf | 03-31-2024 |