Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEW ENGLAND INVESTMENT & RETIREMENT GROUP INC | Stock | 2351 | $11,845,000 | 42,016 | 2.73 | 2.57 | -1,611 | -3.69 | 09-30-2021 |
SENTRY INVESTMENT MANAGEMENT LLC | Common | 2352 | $17,664,000 | 41,986 | 6.86 | 6.93 | -930 | -2.17 | 03-31-2024 |
KEEBECK WEALTH MANAGEMENT LLC | COM | 2353 | $17,656,091 | 41,966 | 0.00 | 0.00 | 6,196 | 17.32 | 03-31-2024 |
LINCOLN CAPITAL LLC | COM | 2354 | $15,762,159 | 41,918 | 0.00 | 3.19 | -2,097 | -4.76 | 12-31-2023 |