Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MURPHY CAPITAL MANAGEMENT INC | COM | 2651 | $1,837,000 | 2,728 | 0.26 | 0.17 | 1,230 | 82.11 | 06-30-2022 |
ROCKY MOUNTAIN ADVISERS LLC | COM | 2652 | $539,223 | 2,725 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
BOSTON FINANCIAL MANGEMENT LLC | COM | 2653 | $479,028 | 2,725 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MAIA WEALTH LLC | COM | 2654 | $688,191 | 2,724 | 0.00 | 0.00 | 961 | 54.51 | 06-30-2024 |