Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUNTINGTON NATIONAL BANK | COMMON STOCK | 651 | $9,566 | 155 | 0.00 | 0.00 | 36 | 30.25 | 03-31-2024 |
SRS CAPITAL ADVISORS INC | CL A | 652 | $9,258 | 150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PARKSIDE FINANCIAL BANK & TRUST | CL A | 653 | $9,012 | 146 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST HORIZON ADVISORS INC | COMMON STOCK | 654 | $8,517 | 138 | 0.00 | 0.00 | -134 | -49.26 | 03-31-2024 |