Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUNTINGTON NATIONAL BANK | COMMON STOCK | 651 | $103,558 | 2,694 | 0.00 | 0.00 | 224 | 9.07 | 03-31-2024 |
BALDWIN BROTHERS LLC/MA | COM | 652 | $96,100 | 2,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BENJAMIN EDWARDS INC | COM | 653 | $95,000 | 2,474 | 0.02 | 0.07 | -6,100 | -71.15 | 03-31-2024 |
SIGNATUREFD LLC | COM | 654 | $91,640 | 2,384 | 0.00 | 0.00 | 321 | 15.56 | 03-31-2024 |