Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROBERTSON STEPHENS WEALTH MANAGEMENT LLC | COM | 1351 | $1,150,156 | 317 | 0.00 | 0.00 | 32 | 11.23 | 03-31-2024 |
CYPRESS CAPITAL GROUP | COM | 1352 | $1,150,038 | 317 | 0.00 | 0.00 | -7 | -2.16 | 03-31-2024 |
KCM INVESTMENT ADVISORS LLC | COM | 1353 | $1,139,154 | 314 | 0.00 | 0.00 | 17 | 5.72 | 03-31-2024 |
BENCHMARK INVESTMENT ADVISORS LLC | COM | 1354 | $1,132,838 | 312 | 0.00 | 0.00 | 119 | 61.66 | 03-31-2024 |