Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AMERICAN PORTFOLIOS ADVISORS | COM | 1301 | $65,483 | 3,863 | 0.00 | 0.00 | 2,611 | 208.55 | 03-31-2020 |
HARBOR INVESTMENT ADVISORY LLC | REIT | 1302 | $137,894 | 3,840 | 0.00 | 0.00 | 34 | 0.89 | 03-31-2024 |
SENTRY INVESTMENT MANAGEMENT LLC | Common | 1303 | $137,000 | 3,803 | 0.05 | 0.06 | 0 | 0.00 | 03-31-2024 |
PRIVATE TRUST CO NA | Com | 1304 | $134,914 | 3,757 | 0.00 | 0.00 | -126 | -3.24 | 03-31-2024 |