Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAYMOND JAMES TRUST NA | COMMON STOCK | 401 | $1,573,256 | 7,047 | 0.00 | 0.00 | 31 | 0.44 | 03-31-2024 |
PRUDENTIAL PLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,557 | 28.44 | 03-31-2024 |
ORION PORTFOLIO SOLUTIONS LLC | COM | 403 | $1,563,101 | 7,001 | 0.00 | 0.00 | 296 | 4.41 | 03-31-2024 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | CORP COM | 404 | $1,531,000 | 6,860 | 0.01 | 0.01 | 680 | 11.00 | 03-31-2024 |