Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RESONANT CAPITAL ADVISORS LLC | COM | 751 | $225,578 | 2,351 | 0.00 | 2,351 | +Inf | 03-31-2024 | |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 752 | $224,480 | 2,340 | 0.00 | 0.00 | -7,710 | -76.72 | 03-31-2024 |
COASTAL BRIDGE ADVISORS LLC | COM | 753 | $222,078 | 2,315 | 0.00 | 2,315 | +Inf | 03-31-2024 | |
ALTFEST L J & CO INC | COM | 754 | $221,000 | 2,305 | 0.03 | 2,305 | +Inf | 03-31-2024 |