Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BUCKINGHAM STRATEGIC PARTNERS LLC | COM | 301 | $92,121 | 19,152 | 0.00 | 0.00 | -15,690 | -45.03 | 03-31-2024 |
STRS OHIO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 12,500 | 211.86 | 03-31-2024 |
PARSONS CAPITAL MANAGEMENT INC/RI | COM | 303 | $87,903 | 18,275 | 0.00 | 0.00 | -174 | -0.94 | 03-31-2024 |
PATHWAY FINANCIAL ADVISORS LLC | COM | 304 | $86,580 | 18,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |