Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST CITIZENS BANK & TRUST CO | COM | 351 | $344,138 | 24,407 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CETERA ADVISOR NETWORKS LLC | COM | 352 | $335,206 | 24,343 | 0.00 | 0.00 | -472 | -1.90 | 12-31-2023 |
EDGE CAPITAL GROUP LLC | Stock | 353 | $341,417 | 24,214 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SEQUOIA FINANCIAL ADVISORS LLC | COM | 354 | $339,783 | 24,098 | 0.00 | 0.00 | 494 | 2.09 | 03-31-2024 |