Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LINCOLN NATIONAL CORP | COM | 901 | $801,486 | 12,120 | 0.00 | 0.02 | -2,307 | -15.99 | 12-31-2023 |
SHEAFF BROCK INVESTMENT ADVISORS LLC | COM | 902 | $894,212 | 12,066 | 0.00 | 0.00 | -450 | -3.60 | 03-31-2024 |
BANQUE PICTET & CIE SA | COM | 903 | $890,802 | 12,020 | 0.00 | 0.00 | 6,000 | 99.67 | 03-31-2024 |
RALEIGH CAPITAL MANAGEMENT INC | COM | 904 | $886,514 | 11,962 | 0.00 | 0.00 | -887 | -6.90 | 03-31-2024 |