Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PEAPACK GLADSTONE FINANCIAL CORP | COM | 801 | $635,000 | 2,188 | 0.01 | 0.01 | 4 | 0.18 | 03-31-2024 |
RAYMOND JAMES TRUST NA | COMMON STOCK | 802 | $632,040 | 2,179 | 0.00 | 0.00 | 330 | 17.85 | 03-31-2024 |
RETIREMENT PLANNING CO OF NEW ENGLAND INC | COM | 803 | $629,947 | 2,172 | 0.00 | 0.00 | -104 | -4.57 | 03-31-2024 |
PRINCIPAL SECURITIES INC | COM | 804 | $616,523 | 2,126 | 0.00 | 0.00 | 326 | 18.11 | 03-31-2024 |