Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MICHAEL S RYAN INC | COM | 2751 | $298,530 | 1,654 | 0.00 | 1,654 | +Inf | 03-31-2024 | |
HEROLD ADVISORS INC | COM | 2752 | $298,169 | 1,652 | 0.00 | 0.00 | -490 | -22.88 | 03-31-2024 |
EVERETT HARRIS & CO /CA/ | COM | 2753 | $297,989 | 1,651 | 0.00 | 0.00 | 60 | 3.77 | 03-31-2024 |
OAK HILL WEALTH ADVISORS LLC | COM | 2754 | $297,267 | 1,647 | 0.00 | 1,647 | +Inf | 03-31-2024 |