Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FUKOKU MUTUAL LIFE INSURANCE CO | CL B NEW | 2801 | $2,347,343 | 5,582 | 0.00 | 0.00 | -465 | -7.69 | 03-31-2024 |
WALDEN WEALTH PARTNERS LLC | CL B NEW | 2802 | $2,309,215 | 5,560 | 0.00 | 0.00 | 24 | 0.43 | 03-31-2024 |
ARMSTRONG FLEMING & MOORE INC | CL B NEW | 2803 | $1,888,302 | 5,538 | 0.00 | 5,538 | +Inf | 06-30-2023 | |
FOUNDERS FINANCIAL ALLIANCE LLC | CL B NEW | 2804 | $2,324,635 | 5,528 | 0.00 | 0.00 | 286 | 5.46 | 03-31-2024 |