Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | COMMON | 651 | $157,000 | 625 | 0.10 | 0.09 | 12 | 1.96 | 03-31-2024 |
GLOBAL RETIREMENT PARTNERS LLC | COM | 652 | $148,136 | 592 | 0.00 | 0.00 | 268 | 82.72 | 03-31-2024 |
OSTRUM ASSET MANAGEMENT | Common Stock | 653 | $112,469 | 569 | 0.00 | 569 | +Inf | 09-30-2023 | |
FIFTH THIRD BANCORP | COM | 654 | $137,877 | 551 | 0.00 | 0.00 | -23 | -4.01 | 03-31-2024 |