Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MML INVESTORS SERVICES LLC | COM | 251 | $287,000 | 19,021 | 0.00 | 0.00 | 2,874 | 17.80 | 12-31-2023 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | COM | 252 | $310,381 | 18,664 | 0.00 | 0.00 | -965 | -4.92 | 03-31-2024 |
UMB BANK NA | COM | 253 | $307,721 | 18,504 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COMERICA BANK | COMMON | 254 | $265,110 | 18,072 | 0.00 | 18,072 | +Inf | 09-30-2023 |