Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FULTON BANK NA | COM | 451 | $2,473,336 | 68,362 | 0.00 | 0.00 | -1,099 | -1.58 | 03-31-2024 |
MARKS GROUP WEALTH MANAGEMENT INC | COM | 452 | $2,460,747 | 68,014 | 0.00 | 0.00 | -3,958 | -5.50 | 03-31-2024 |
CHICAGO PARTNERS INVESTMENT GROUP LLC | COM | 453 | $2,402,464 | 67,828 | 0.00 | 0.00 | -14 | -0.02 | 03-31-2024 |
ASHFIELD CAPITAL PARTNERS LLC | COM | 454 | $2,495,000 | 67,264 | 0.21 | 0.20 | -930 | -1.36 | 09-30-2022 |