Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOWE WEALTH ADVISORS LLC | COM | 1351 | $44,376 | 658 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
LOOMIS SAYLES & CO L P | COMMON | 1352 | $39,000 | 638 | 0.00 | 0.00 | -485 | -43.19 | 12-31-2023 |
SUREVEST LLC | COM | 1353 | $41,000 | 636 | 0.01 | 0.02 | -636 | -50.00 | 09-30-2022 |
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST LLC | Common Stock | 1354 | $33,903 | 630 | 0.00 | 0.02 | -386 | -37.99 | 03-31-2024 |