Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST HORIZON ADVISORS INC | COMMON STOCK | 851 | $300,066 | 5,582 | 0.00 | 0.00 | 509 | 10.03 | 03-31-2024 |
KINGSWOOD WEALTH ADVISORS LLC | COMMON STOCK | 852 | $299,656 | 5,575 | 0.00 | 0.00 | -6,477 | -53.74 | 03-31-2024 |
CAPROCK GROUP LLC | COM | 853 | $301,625 | 5,552 | 0.00 | 0.00 | -1,964 | -26.13 | 03-31-2024 |
OLD NATIONAL BANCORP /IN/ | COM | 854 | $297,990 | 5,544 | 0.00 | 0.00 | -551 | -9.04 | 03-31-2024 |