Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WCG WEALTH ADVISORS LLC | COM | 451 | $453,000 | 18,147 | 0.04 | 0.03 | -738 | -3.91 | 03-31-2024 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 452 | $395,181 | 17,881 | 0.00 | 0.00 | -115 | -0.64 | 12-31-2023 |
HUNTINGTON NATIONAL BANK | COMMON STOCK-FO | 453 | $446,172 | 17,854 | 0.00 | 0.00 | 2,388 | 15.44 | 03-31-2024 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | COM | 454 | $387,524 | 17,535 | 0.00 | 0.00 | 3,308 | 23.25 | 12-31-2023 |