Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | SHS | 501 | $29,676 | 157 | 0.00 | 157 | +Inf | 03-31-2024 | |
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | SHS | 502 | $28,543 | 151 | 0.00 | 151 | +Inf | 03-31-2024 | |
PRIVATE TRUST CO NA | Com | 503 | $25,707 | 136 | 0.00 | 0.00 | 16 | 13.33 | 03-31-2024 |
CIBC PRIVATE WEALTH GROUP LLC | SHS | 504 | $24,926 | 132 | 0.00 | 132 | +Inf | 03-31-2024 |