Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATLAS PRIVATE WEALTH MANAGEMENT LLC | Stock | 751 | $1,307,723 | 1,903 | 0.00 | 0.00 | -51 | -2.61 | 03-31-2024 |
FIDUCIARY TRUST CO | COM | 752 | $730,000 | 1,880 | 0.02 | 0.01 | 530 | 39.26 | 09-30-2022 |
HILLTOP HOLDINGS INC | COM | 753 | $900,451 | 1,872 | 0.00 | 0.11 | -279 | -12.97 | 09-30-2023 |
ALPHA CUBED INVESTMENTS LLC | COM | 754 | $887,944 | 1,846 | 0.00 | 0.00 | 1 | 0.05 | 09-30-2023 |