Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOMESTEAD ADVISERS CORP | COM | 1051 | $112,716 | 413 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LINDBROOK CAPITAL LLC | Stock | 1052 | $111,897 | 410 | 0.00 | 0.00 | 138 | 50.74 | 03-31-2024 |
HARBOR INVESTMENT ADVISORY LLC | Stock | 1053 | $109,168 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
RESURGENT FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2 | -0.51 | 03-31-2024 |