Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVER WEALTH ADVISORS LLC | COM | 1151 | $397,193 | 695 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KCM INVESTMENT ADVISORS LLC | COM | 1152 | $397,181 | 695 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ACCURATE WEALTH MANAGEMENT LLC | COM | 1153 | $339,020 | 689 | 0.00 | 0.00 | 96 | 16.19 | 09-30-2023 |
NATIXIS INVESTMENT MANAGERS INTERNATIONAL | Common Stock | 1154 | $315,312 | 687 | 0.00 | 0.00 | -136 | -16.52 | 09-30-2023 |