Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 501 | $6,314,275 | 64,875 | 0.00 | 0.00 | -1,603 | -2.41 | 12-31-2023 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 502 | $7,341,110 | 64,725 | 0.00 | 0.00 | -7,878 | -10.85 | 03-31-2024 |
STRATEGIC ADVISORS LLC | COM | 503 | $6,250,874 | 64,224 | 0.00 | 0.00 | 8 | 0.01 | 12-31-2023 |
ETHIC INC | COM | 504 | $7,215,374 | 63,616 | 0.00 | 0.00 | 5,894 | 10.21 | 03-31-2024 |