Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BELL INVESTMENT ADVISORS INC | COM NEW | 1501 | $26,979 | 76 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OAKWORTH CAPITAL INC | COMMON STOCK | 1502 | $21,996 | 75 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
PRINCETON GLOBAL ASSET MANAGEMENT LLC | Stock | 1503 | $24,849 | 70 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LENOX WEALTH ADVISORS LLC | COM | 1504 | $16,000 | 68 | 0.00 | 0.00 | -1 | -1.45 | 03-31-2022 |