Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LS INVESTMENT ADVISORS LLC | COM | 1001 | $5,408,083 | 19,181 | 0.00 | 0.00 | 1,144 | 6.34 | 03-31-2024 |
FRONTIER WEALTH MANAGEMENT LLC | COM | 1002 | $4,777,000 | 19,173 | 0.06 | 0.06 | 0 | 0.00 | 06-30-2022 |
TLW WEALTH MANAGEMENT LLC | COM | 1003 | $5,673,422 | 19,134 | 0.00 | 0.00 | 2,982 | 18.46 | 12-31-2023 |
COLUMBIA ASSET MANAGEMENT | COM | 1004 | $5,671,000 | 19,127 | 1.15 | 1.13 | -231 | -1.19 | 12-31-2023 |