Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNITED BANK | COM | 601 | $1,012,483 | 4,454 | 0.00 | 0.00 | 71 | 1.62 | 12-31-2023 |
SCHECHTER INVESTMENT ADVISORS LLC | Stock | 602 | $1,005,664 | 4,424 | 0.00 | 0.00 | -46 | -1.03 | 12-31-2023 |
ENVESTNET PORTFOLIO SOLUTIONS INC | COM | 603 | $1,004,603 | 4,419 | 0.00 | 0.00 | 82 | 1.89 | 12-31-2023 |
FINANCIERE DES PROFESSIONNELS - FONDS DINVESTISSEMENT INC | COM | 604 | $1,120,316 | 4,380 | 0.00 | 0.00 | 1,106 | 33.78 | 03-31-2024 |