Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BANK OF NEW YORK MELLON CORP | COM | 151 | $42,032 | 11,003 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLEARBRIDGE INVESTMENTS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
STIFEL FINANCIAL CORP | COM | 153 | $40,225 | 10,614 | 0.00 | 0.00 | -3,656 | -25.62 | 12-31-2023 |
SUNCOAST EQUITY MANAGEMENT | COM | 154 | $40,192 | 10,521 | 0.00 | 0.00 | 235 | 2.28 | 03-31-2024 |