Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARVEST INVESTMENTS INC | COM | 1151 | $1,819,769 | 10,269 | 0.00 | 0.00 | -1,871 | -15.41 | 03-31-2024 |
SUMITOMO LIFE INSURANCE CO | Common | 1152 | $1,349,601 | 10,232 | 0.00 | 0.15 | -871 | -7.84 | 06-30-2023 |
TWIN CAPITAL MANAGEMENT INC | COM | 1153 | $1,452,399 | 10,198 | 0.00 | 10,198 | +Inf | 12-31-2023 | |
B RILEY WEALTH ADVISORS INC | COM | 1154 | $1,023,976 | 10,190 | 0.00 | 0.00 | -8,029 | -44.07 | 12-31-2023 |