Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
M&G INVESTMENTS (USA) INC | COM | 1351 | $1,269,600 | 3,174 | 0.00 | 3,174 | +Inf | 12-31-2023 | |
TWIN CAPITAL MANAGEMENT INC | COM | 1352 | $1,266,788 | 3,168 | 0.00 | 0.00 | -4,509 | -58.73 | 12-31-2023 |
MARKS GROUP WEALTH MANAGEMENT INC | COM | 1353 | $1,300,817 | 3,167 | 0.00 | 0.00 | 4 | 0.13 | 03-31-2024 |
CAHILL FINANCIAL ADVISORS INC | Stock | 1354 | $1,280,677 | 3,161 | 0.00 | 0.21 | 183 | 6.15 | 06-30-2023 |