Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON ADVISORS INC | COMMON STOCK | 1901 | $46,172 | 183 | 0.00 | 0.00 | 26 | 16.56 | 03-31-2024 |
NEWBRIDGE FINANCIAL SERVICES GROUP INC | CL A | 1902 | $46,173 | 183 | 0.00 | 183 | +Inf | 03-31-2024 | |
LFA - LUGANO FINANCIAL ADVISORS SA | CL A | 1903 | $45,920 | 182 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | CL A | 1904 | $45,758 | 181 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |