Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUNCOAST EQUITY MANAGEMENT | COM | 851 | $833,498 | 10,805 | 0.00 | 0.00 | 515 | 5.00 | 03-31-2024 |
JOHNSON FINANCIAL GROUP INC | COM | 852 | $691,356 | 10,674 | 0.00 | 0.00 | -270 | -2.47 | 12-31-2023 |
CREW CAPITAL MANAGEMENT LTD | COM | 853 | $817,646 | 10,600 | 0.00 | 10,600 | +Inf | 03-31-2024 | |
CERTUITY LLC | COM | 854 | $812,439 | 10,532 | 0.00 | 0.00 | 3,739 | 55.04 | 03-31-2024 |