Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
M&R CAPITAL MANAGEMENT INC | Stock | 601 | $197,774 | 5,766 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 602 | $187,450 | 5,465 | 0.00 | 0.00 | -5,064 | -48.10 | 03-31-2024 |
ENERGY INCOME PARTNERS LLC | COM | 603 | $176,679 | 5,151 | 0.00 | 0.00 | -13,578 | -72.50 | 03-31-2024 |
ICA GROUP WEALTH MANAGEMENT LLC | Common Stock | 604 | $173,489 | 5,058 | 0.00 | 5,058 | +Inf | 03-31-2024 |