Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIME CAPITAL INVESTMENT ADVISORS LLC | Stock | 1051 | $769,671 | 10,525 | 0.00 | 0.00 | 60 | 0.57 | 12-31-2023 |
KESTRA PRIVATE WEALTH SERVICES LLC | COM | 1052 | $848,008 | 10,446 | 0.00 | 0.00 | -4,729 | -31.16 | 03-31-2024 |
WHITTIER TRUST CO | US LARGE-CAP EQUITIES | 1053 | $841,183 | 10,362 | 0.00 | 0.00 | 2,017 | 24.17 | 03-31-2024 |
FORVIS WEALTH ADVISORS LLC | COM | 1054 | $839,217 | 10,338 | 0.00 | 0.00 | -949 | -8.41 | 03-31-2024 |