Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HILLTOP NATIONAL BANK | COM | 351 | $10,978 | 684 | 0.00 | 684 | +Inf | 03-31-2024 | |
GAMMA INVESTING LLC | REIT | 352 | $10,818 | 674 | 0.00 | 0.00 | -72 | -9.65 | 03-31-2024 |
ZRC WEALTH MANAGEMENT LLC | COM | 353 | $10,786 | 672 | 0.00 | 672 | +Inf | 03-31-2024 | |
AVIOR WEALTH MANAGEMENT LLC | REIT | 354 | $8,650 | 539 | 0.00 | 539 | +Inf | 03-31-2024 |