Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TIMESCALE FINANCIAL INC | COM | 451 | $9,017 | 269 | 0.00 | 269 | +Inf | 06-30-2023 | |
CLEARSTEAD TRUST LLC | COM | 452 | $7,861 | 267 | 0.00 | 267 | +Inf | 03-31-2024 | |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 453 | $7,154 | 243 | 0.00 | 0.00 | -1,002 | -80.48 | 03-31-2024 |
BENJAMIN F EDWARDS & COMPANY INC | COM | 454 | $7,000 | 235 | 0.00 | 0.00 | -9 | -3.69 | 03-31-2024 |