Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOCUS FINANCIAL NETWORK INC | COM | 1551 | $338,276 | 2,082 | 0.00 | 2,082 | +Inf | 03-31-2024 | |
CATALYST FINANCIAL PARTNERS LLC | COM | 1552 | $269,880 | 2,076 | 0.00 | 0.00 | 87 | 4.37 | 12-31-2023 |
REHMANN CAPITAL ADVISORY GROUP | COM | 1553 | $354,070 | 2,074 | 0.00 | 0.00 | 14 | 0.68 | 03-31-2024 |
NORTHROCK PARTNERS LLC | COM | 1554 | $268,771 | 2,067 | 0.00 | 0.00 | 33 | 1.62 | 12-31-2023 |