Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CLEARSTEAD ADVISORS LLC | COM | 701 | $1,268,174 | 1,336 | 0.00 | 0.00 | 201 | 17.71 | 03-31-2024 |
SIGNATUREFD LLC | COM | 702 | $1,355,044 | 1,332 | 0.00 | 0.00 | 139 | 11.65 | 03-31-2024 |
NEVILLE RODIE & SHAW INC | COM | 703 | $1,352,000 | 1,329 | 0.10 | 0.09 | -95 | -6.67 | 03-31-2024 |
TI-TRUST INC | COM | 704 | $1,347,923 | 1,325 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |