Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KEEL POINT LLC | COM | 951 | $493,848 | 3,365 | 0.00 | 0.00 | 52 | 1.57 | 03-31-2024 |
UNIQUE WEALTH STRATEGIES LLC | COM | 952 | $492,300 | 3,354 | 0.00 | 0.00 | -2,067 | -38.13 | 03-31-2024 |
BUCKINGHAM STRATEGIC WEALTH LLC | COM | 953 | $387,790 | 3,341 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
ARGENT TRUST CO | COMMON STOCK | 954 | $461,944 | 3,338 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |