Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VENTURI WEALTH MANAGEMENT LLC | COM | 451 | $11,534 | 121 | 0.00 | 121 | +Inf | 03-31-2024 | |
SMITHFIELD TRUST CO | COM | 452 | $10,000 | 120 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
COVESTOR LTD | COMMON | 453 | $10,000 | 117 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2023 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 454 | $9,025 | 115 | 0.00 | 115 | +Inf | 12-31-2023 |