Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
M&T BANK CORP | COM | 251 | $30,122,547 | 116,246 | 0.00 | 0.00 | -2,659 | -2.24 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 252 | $29,683,665 | 114,551 | 0.00 | 0.00 | 29,995 | 35.47 | 03-31-2024 |
CONNECTUS WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -5,603 | -4.69 | 03-31-2024 |
ARISTOTLE ATLANTIC PARTNERS LLC | COM | 254 | $29,185,803 | 112,630 | 0.00 | 0.00 | -7,541 | -6.28 | 03-31-2024 |