Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PATHWAY FINANCIAL ADVISERS LLC | COM | 2651 | $33,223 | 98 | 0.00 | 0.00 | 10 | 11.36 | 06-30-2024 |
CAITLIN JOHN LLC | COM | 2652 | $27,129 | 92 | 0.00 | 92 | +Inf | 12-31-2023 | |
PROVENCE WEALTH MANAGEMENT GROUP | Common Stock | 2653 | $26,539 | 90 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PACIFICA PARTNERS INC | COM | 2654 | $25,635 | 90 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |