Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIGNATUREFD LLC | COM | 551 | $21,731 | 141 | 0.00 | 0.00 | 65 | 85.53 | 03-31-2024 |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 552 | $17,416 | 113 | 0.00 | 0.00 | 79 | 232.35 | 03-31-2024 |
HEXAGON CAPITAL PARTNERS LLC | Stock | 553 | $16,028 | 104 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
UMB BANK NA | COM | 554 | $16,029 | 104 | 0.00 | 0.00 | -1,116 | -91.48 | 03-31-2024 |