Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RATHBONES GROUP PLC | COM | 551 | $292,422 | 3,900 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
SYNOVUS FINANCIAL CORP | COM | 552 | $324,900 | 3,872 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HB WEALTH MANAGEMENT LLC | COM | 553 | $324,732 | 3,870 | 0.00 | 0.00 | 33 | 0.86 | 03-31-2024 |
CAPITAL INVESTMENT COUNSEL INC | COM | 554 | $318,858 | 3,800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |