Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEARBRIDGE INVESTMENTS LLC | CL A | 1251 | $601,759 | 2,385 | 0.00 | 0.00 | -34 | -1.41 | 03-31-2024 |
HANCOCK WHITNEY CORP | CL A | 1252 | $536,723 | 2,380 | 0.00 | 0.00 | 40 | 1.71 | 12-31-2023 |
CYNDEO WEALTH PARTNERS LLC | CL A | 1253 | $535,812 | 2,376 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PORTSIDE WEALTH GROUP LLC | CL A | Liquidated | $0 | 0 | 0.00 | 2,343 | +Inf | 12-31-2023 |