Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUIST FINANCIAL CORP | COM | 251 | $708,244 | 6,042 | 0.00 | 0.00 | -183 | -2.94 | 12-31-2023 |
LAFFER TENGLER INVESTMENTS INC | COMMON STOCKS | Liquidated | $0 | 0 | 0.00 | 0.00 | 20 | 0.34 | 12-31-2023 |
CLIFFORD GROUP LLC | COM | 253 | $651,522 | 5,944 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PATHSTONE FAMILY OFFICE LLC | COM | 254 | $688,540 | 5,788 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |