Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEW YORK STATE COMMON RETIREMENT FUND | Common Stock | 201 | $47,000 | 9,851 | 0.00 | 0.00 | 467 | 4.98 | 03-31-2024 |
WELLS FARGO & COMPANY/MN | COM | 202 | $43,156 | 9,009 | 0.00 | 0.00 | 68 | 0.76 | 03-31-2024 |
NEXT FINANCIAL GROUP INC | COM | 203 | $194,000 | 6,093 | 0.02 | 0.01 | 2,171 | 55.35 | 06-30-2021 |
CWM LLC | COM | 204 | $27,000 | 5,701 | 0.00 | 0.00 | 2,323 | 68.77 | 03-31-2024 |