Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
US BANCORP \DE\ | COM | 251 | $135,942 | 6,154 | 0.00 | 0.00 | -23 | -0.37 | 12-31-2023 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 252 | $135,199 | 5,922 | 0.00 | 0.00 | 331 | 5.92 | 03-31-2024 |
CITIGROUP INC | COM | 253 | $125,131 | 5,481 | 0.00 | 0.00 | 5,377 | 5170.19 | 03-31-2024 |
FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 254 | $120,000 | 5,264 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |