Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPTRUST FINANCIAL ADVISORS | Stock | 251 | $385,863 | 3,512 | 0.00 | 0.00 | -60 | -1.68 | 03-31-2023 |
PFG ADVISORS | COM | 252 | $429,048 | 3,413 | 0.00 | 0.00 | -210 | -5.80 | 12-31-2023 |
RAYMOND JAMES TRUST NA | COMMON STOCK | 253 | $419,265 | 3,407 | 0.00 | 0.00 | 184 | 5.71 | 03-31-2024 |
AMUNDI | COM | 254 | $383,077 | 3,404 | 0.00 | 0.00 | -60 | -1.73 | 09-30-2023 |