Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FEDERATED HERMES INC | COM | 451 | $505,185 | 3,051 | 0.00 | 0.00 | 206 | 7.24 | 03-31-2024 |
GYL FINANCIAL SYNERGIES LLC | COM | 452 | $497,985 | 3,008 | 0.00 | 0.00 | -36 | -1.18 | 03-31-2024 |
CAPTRUST FINANCIAL ADVISORS | Stock | 453 | $492,269 | 2,973 | 0.00 | 0.00 | -1,269 | -29.92 | 03-31-2024 |
BANK OF NOVA SCOTIA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -979 | -24.94 | 12-31-2023 |