Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAPE INVESTMENT ADVISORY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
INDEXIQ ADVISORS LLC | COM | 952 | $112,000 | 1,340 | 0.00 | 0.00 | -97 | -6.75 | 03-31-2022 |
BLUE TRUST INC | COM | 953 | $193,221 | 1,304 | 0.00 | 0.00 | -374 | -22.29 | 03-31-2024 |
PITTENGER & ANDERSON INC | COM | 954 | $188,994 | 1,275 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |