Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ATHENA INVESTMENT MANAGEMENT | COM | 951 | $401,026 | 2,756 | 0.00 | 0.00 | 155 | 5.96 | 03-31-2024 |
INTEGRATED WEALTH CONCEPTS LLC | Common Stock | 952 | $382,266 | 2,750 | 0.00 | 0.00 | 45 | 1.66 | 12-31-2023 |
SENTRY LLC | COM | 953 | $399,570 | 2,746 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 954 | $378,440 | 2,722 | 0.00 | 0.00 | -907 | -24.99 | 12-31-2023 |