Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAYMOND JAMES TRUST NA | COMMON STOCK | 701 | $477,559 | 16,851 | 0.00 | 0.00 | -3,539 | -17.36 | 03-31-2024 |
HIGHPOINT ADVISOR GROUP LLC | Common Stock | 702 | $457,000 | 16,585 | 0.00 | 0.32 | -220,173 | -92.99 | 12-31-2023 |
CREDIT AGRICOLE S A | COM | 703 | $400,065 | 16,559 | 0.00 | 0.00 | 10,860 | 190.56 | 12-31-2023 |
RITHOLTZ WEALTH MANAGEMENT | COM | 704 | $467,175 | 16,485 | 0.00 | 0.00 | -5,265 | -24.21 | 03-31-2024 |