Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VISE TECHNOLOGIES INC | COM | 1751 | $2,325,982 | 4,330 | 0.00 | 0.00 | -249 | -5.44 | 09-30-2023 |
TRIANGLE SECURITIES WEALTH MANAGEMENT | COM | 1752 | $3,366,233 | 4,327 | 0.00 | 0.00 | -118 | -2.65 | 03-31-2024 |
HILLTOP HOLDINGS INC | COM | 1753 | $2,320,939 | 4,321 | 0.00 | 0.15 | 766 | 21.55 | 09-30-2023 |
NAVITER WEALTH LLC | COM | 1754 | $3,359,231 | 4,318 | 0.00 | 0.00 | 668 | 18.30 | 03-31-2024 |