Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYNOVUS FINANCIAL CORP | COM | 351 | $778,833 | 20,261 | 0.00 | 0.00 | 5,423 | 36.55 | 03-31-2024 |
PASADENA PRIVATE WEALTH LLC | COM | 352 | $763,403 | 19,445 | 0.00 | 19,445 | +Inf | 12-31-2023 | |
LAUREL WEALTH ADVISORS INC | REIT | 353 | $627,000 | 19,410 | 0.06 | 0.06 | 0 | 0.00 | 12-31-2022 |
FIRST HAWAIIAN BANK | COM | 354 | $737,432 | 19,184 | 0.00 | 0.00 | -961 | -4.77 | 03-31-2024 |