Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KESTRA ADVISORY SERVICES LLC | COM | 801 | $623,171 | 2,890 | 0.00 | 0.00 | 119 | 4.29 | 03-31-2024 |
FIDUCIARY TRUST CO | COM | 802 | $771,000 | 2,885 | 0.02 | 0.01 | -25 | -0.86 | 09-30-2022 |
FERNWOOD INVESTMENT MANAGEMENT LLC | Stock | 803 | $621,661 | 2,883 | 0.00 | 0.00 | 3 | 0.10 | 03-31-2024 |
BAKER TILLY WEALTH MANAGEMENT LLC | COM | 804 | $614,761 | 2,851 | 0.00 | 0.00 | -30 | -1.04 | 03-31-2024 |