Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMICA RETIREE MEDICAL TRUST | COM | 2601 | $1,253,000 | 8,589 | 1.47 | 1.45 | 0 | 0.00 | 09-30-2023 |
ELLIS INVESTMENT PARTNERS LLC | COM | 2602 | $1,393,375 | 8,588 | 0.00 | 0.00 | 13 | 0.15 | 03-31-2024 |
HCR WEALTH ADVISORS | Common Stock | 2603 | $1,392,646 | 8,583 | 0.00 | 0.00 | -1,048 | -10.88 | 03-31-2024 |
MBA ADVISORS LLC | COM | 2604 | $1,392,583 | 8,583 | 0.00 | 0.00 | -328 | -3.68 | 03-31-2024 |