Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
OAKWORTH CAPITAL INC | COMMON STOCK | 1451 | $4,199 | 132 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CLEAN YIELD GROUP | Stock | 1452 | $4,519 | 125 | 0.00 | 125 | +Inf | 12-31-2023 | |
BELL INVESTMENT ADVISORS INC | COM | 1453 | $4,683 | 120 | 0.00 | 0.00 | -14 | -10.45 | 03-31-2024 |
RISE ADVISORS LLC | 0 | 1454 | $4,263 | 118 | 0.00 | 0.00 | 2 | 1.72 | 12-31-2023 |