Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEACON CAPITAL MANAGEMENT LLC | COM | 751 | $2,862 | 109 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HILLTOP NATIONAL BANK | COM | 752 | $2,784 | 106 | 0.00 | 106 | +Inf | 03-31-2024 | |
CAPE INVESTMENT ADVISORY INC | COM | 753 | $3,334 | 106 | 0.00 | 0.00 | 2 | 1.92 | 12-31-2023 |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |