Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARKS GROUP WEALTH MANAGEMENT INC | COM | 351 | $857,765 | 34,324 | 0.00 | 0.00 | -2,355 | -6.42 | 03-31-2024 |
REGIONS FINANCIAL CORP | COM | 352 | $855,533 | 34,235 | 0.00 | 0.00 | 2,910 | 9.29 | 03-31-2024 |
BOKF NA | COM | 353 | $756,129 | 34,214 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PEAPACK GLADSTONE FINANCIAL CORP | COM | 354 | $852,000 | 34,068 | 0.01 | 0.01 | -6,093 | -15.17 | 03-31-2024 |