Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIFTH THIRD BANCORP | COM | 601 | $145,882 | 3,439 | 0.00 | 0.00 | 580 | 20.29 | 03-31-2024 |
IFP ADVISORS INC | cs | 602 | $143,339 | 3,434 | 0.00 | 0.00 | -148 | -4.13 | 12-31-2023 |
PARKSIDE FINANCIAL BANK & TRUST | COM | 603 | $134,031 | 3,160 | 0.00 | 0.00 | 400 | 14.49 | 03-31-2024 |
COVESTOR LTD | COMMON | 604 | $126,000 | 2,977 | 0.08 | 0.05 | 1,322 | 79.88 | 03-31-2024 |