Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALEXANDER RANDOLPH ADVISORY INC | COM NEW | 1501 | $779,623 | 12,328 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVISO WEALTH MANAGEMENT | COM NEW | 1502 | $632,839 | 12,302 | 0.00 | 12,302 | +Inf | 12-31-2023 | |
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | COM | 1503 | $774,816 | 12,252 | 0.00 | 12,252 | +Inf | 03-31-2024 | |
ALPHA PARADIGM PARTNERS LLC | COM | 1504 | $552,000 | 12,214 | 0.00 | 0.00 | 8,907 | 269.34 | 12-31-2022 |