Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE TRUST INC | COM | 651 | $40,944 | 300 | 0.00 | 0.00 | 17 | 6.01 | 03-31-2024 |
DT INVESTMENT PARTNERS LLC | COM | 652 | $40,944 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 653 | $40,431 | 300 | 0.00 | 300 | +Inf | 03-31-2024 | |
VISIONPOINT ADVISORY GROUP LLC | COM | 654 | $40,671 | 298 | 0.00 | 0.00 | -20 | -6.29 | 03-31-2024 |