Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERITAS INVESTMENT PARTNERS INC | COM | 201 | $29,712 | 1,188 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 202 | $27,040 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINTRUST CAPITAL ADVISORS LLC | COM | 203 | $27,040 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2024 | |
ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -11,365 | -92.17 | 03-31-2024 |