Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNITED COMMUNITY BANK | COMMON STOCK | 1301 | $154,321 | 594 | 0.00 | 0.00 | 85 | 16.70 | 03-31-2024 |
DT INVESTMENT PARTNERS LLC | COM | 1302 | $153,023 | 589 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RFP FINANCIAL GROUP LLC | BCS | 1303 | $5,490 | 581 | 0.00 | 581 | +Inf | 03-31-2024 | |
DISCIPLINA CAPITAL MANAGEMENT LLC | EQTY | 1304 | $150,441 | 579 | 0.00 | 579 | +Inf | 03-31-2024 |