Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONNECTUS WEALTH LLC | COM | 1301 | $7,902,994 | 50,407 | 0.00 | 0.00 | 2,896 | 6.10 | 12-31-2023 |
SEEYOND | Common Stock | 1302 | $8,222,000 | 50,332 | 0.99 | 1.22 | -18,648 | -27.03 | 09-30-2022 |
KING WEALTH MANAGEMENT GROUP | COM | 1303 | $7,945,000 | 50,224 | 1.39 | 1.58 | -2,034 | -3.89 | 03-31-2024 |
YORKBRIDGE WEALTH PARTNERS LLC | Stock | 1304 | $8,856,502 | 50,136 | 0.00 | 1.99 | 1,244 | 2.54 | 12-31-2022 |