Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARKADIOS WEALTH ADVISORS | Stock | 1351 | $813,278 | 4,806 | 0.00 | 0.00 | -41 | -0.85 | 03-31-2024 |
EVERETT HARRIS & CO /CA/ | CL A | 1352 | $812,716 | 4,803 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SOMPO ASSET MANAGEMENT CO LTD | CL A | 1353 | $939,481 | 4,760 | 0.00 | 0.00 | -80 | -1.65 | 12-31-2023 |
MAYFLOWER FINANCIAL ADVISORS LLC | CL A | 1354 | $795,964 | 4,704 | 0.00 | 0.00 | -43 | -0.91 | 03-31-2024 |