Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FLPUTNAM INVESTMENT MANAGEMENT CO | COM | Liquidated | $0 | 0 | 0.00 | 7,019 | +Inf | 03-31-2024 | |
SOUND VIEW WEALTH ADVISORS GROUP LLC | COM | 1252 | $211,812 | 7,009 | 0.00 | 0.00 | -27 | -0.38 | 03-31-2024 |
ALTFEST L J & CO INC | COM | Liquidated | $0 | 0 | 0.03 | 6,988 | +Inf | 03-31-2024 | |
WESTERN WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.03 | -706 | -9.18 | 12-31-2023 |