Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISOR PARTNERS LLC | COM | 651 | $1,080,000 | 2,892 | 0.08 | 0.06 | 395 | 15.82 | 06-30-2022 |
AXXCESS WEALTH MANAGEMENT LLC | COM | 652 | $1,986,538 | 2,891 | 0.00 | 0.00 | 595 | 25.91 | 03-31-2024 |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 653 | $1,949,789 | 2,838 | 0.00 | 0.00 | 6 | 0.21 | 03-31-2024 |
TWIN CAPITAL MANAGEMENT INC | COM | 654 | $1,938,799 | 2,822 | 0.00 | 0.00 | 47 | 1.69 | 03-31-2024 |