Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY PRIVATE TRUST CO | COM | 551 | $592,996 | 5,288 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | COM | 552 | $590,417 | 5,265 | 0.00 | 0.00 | -21,342 | -80.21 | 03-31-2024 |
CHOREO LLC | COM | 553 | $584,642 | 5,213 | 0.00 | 0.00 | 45 | 0.87 | 03-31-2024 |
CENTENNIAL WEALTH ADVISORY LLC | COM | 554 | $583,619 | 5,204 | 0.00 | 0.00 | -164 | -3.06 | 03-31-2024 |