Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WADDELL & ASSOCIATES LLC | COM | 851 | $157,061 | 10,199 | 0.00 | 0.00 | -19,806 | -66.01 | 03-31-2024 |
SNOWDEN CAPITAL ADVISORS LLC | COM | 852 | $645,000 | 10,000 | 0.00 | 10,000 | +Inf | 06-30-2019 | |
LEVIN CAPITAL STRATEGIES LP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,000 | -9.09 | 03-31-2024 |
FSB PREMIER WEALTH MANAGEMENT INC | COM | 854 | $154,000 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |