Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANCHOR CAPITAL ADVISORS LLC | COM | 651 | $462,400 | 2,335 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | COM | 652 | $454,578 | 2,295 | 0.00 | 0.00 | 23 | 1.01 | 03-31-2024 |
ALTFEST L J & CO INC | COM | 653 | $454,000 | 2,293 | 0.06 | 0.05 | 147 | 6.85 | 03-31-2024 |
UMB BANK NA | COM | 654 | $450,519 | 2,275 | 0.00 | 0.00 | 1 | 0.04 | 03-31-2024 |