Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE TRUST INC | COM | 1451 | $399,318 | 5,707 | 0.00 | 0.01 | -220 | -3.71 | 03-31-2024 |
NORTH STAR ASSET MANAGEMENT INC | COM | 1452 | $397,290 | 5,678 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KINGSWOOD WEALTH ADVISORS LLC | COMMON STOCK | 1453 | $397,182 | 5,676 | 0.00 | 0.00 | -7,739 | -57.69 | 03-31-2024 |
RFG ADVISORY LLC | COM | 1454 | $396,904 | 5,672 | 0.00 | 0.00 | -34 | -0.60 | 03-31-2024 |