Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUNTINGTON NATIONAL BANK | COMMON STOCK | 401 | $35,387 | 370 | 0.00 | 0.00 | -2 | -0.54 | 03-31-2024 |
STEPHENS INC /AR/ | COM | 402 | $31,848 | 333 | 0.00 | 333 | +Inf | 03-31-2024 | |
BEAIRD HARRIS WEALTH MANAGEMENT LLC | COM | 403 | $26,514 | 325 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
ATTICUS WEALTH MANAGEMENT LLC | COM | 404 | $28,692 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |