Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUNTINGTON NATIONAL BANK | COMMON STOCK | 951 | $87,583 | 2,940 | 0.00 | 0.00 | 100 | 3.52 | 03-31-2024 |
JANICZEK WEALTH MANAGEMENT LLC | COM | 952 | $82,427 | 2,761 | 0.00 | 0.00 | -283 | -9.30 | 03-31-2024 |
INDEXIQ ADVISORS LLC | COM | 953 | $78,000 | 2,750 | 0.00 | 0.00 | -192 | -6.53 | 03-31-2022 |
PRIVATE CAPITAL GROUP LLC | Common Stock | 954 | $86,000 | 2,739 | 0.02 | 0.01 | 977 | 55.45 | 06-30-2021 |