Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KKM FINANCIAL LLC | COM | 1051 | $2,357,795 | 9,441 | 0.00 | 0.00 | 1,215 | 14.77 | 03-31-2024 |
CYPRESS CAPITAL GROUP | COM | 1052 | $2,336,853 | 9,357 | 0.00 | 0.00 | -152 | -1.60 | 03-31-2024 |
DAYMARK WEALTH PARTNERS LLC | COM | 1053 | $2,329,466 | 9,328 | 0.00 | 0.00 | -81 | -0.86 | 03-31-2024 |
PETTYJOHN WOOD & WHITE INC | COM | 1054 | $2,325,080 | 9,310 | 0.00 | 0.00 | 662 | 7.65 | 03-31-2024 |