Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUMANKIND INVESTMENTS LLC | COM | 3901 | $1,961,632 | 10,875 | 0.00 | 0.00 | -861 | -7.34 | 03-31-2024 |
CLIFFORD GROUP LLC | COM | 3902 | $1,961,485 | 10,874 | 0.00 | 0.00 | -40 | -0.37 | 03-31-2024 |
HOFER & ASSOCIATES INC | COM | 3903 | $1,960,189 | 10,867 | 0.00 | 0.00 | 465 | 4.47 | 03-31-2024 |
GSB WEALTH MANAGEMENT LLC | COM | 3904 | $1,959,937 | 10,866 | 0.00 | 0.00 | -75 | -0.69 | 03-31-2024 |