Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PITCAIRN CO | COM | 751 | $279,372 | 5,884 | 0.00 | 5,884 | +Inf | 03-31-2024 | |
NATIONS FINANCIAL GROUP INC /IA/ /ADV | Stock | 752 | $279,277 | 5,882 | 0.00 | 5,882 | +Inf | 03-31-2024 | |
IFP ADVISORS INC | cs | 753 | $213,872 | 5,810 | 0.00 | 0.00 | 5,256 | 948.74 | 12-31-2023 |
GREENLEAF TRUST | COM | 754 | $275,621 | 5,805 | 0.00 | 0.00 | 70 | 1.22 | 03-31-2024 |