Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FLPUTNAM INVESTMENT MANAGEMENT CO | COM | 1551 | $236,511 | 2,475 | 0.00 | 2,475 | +Inf | 03-31-2024 | |
NOMURA HOLDINGS INC | COM | 1552 | $232,523 | 2,465 | 0.00 | 2,465 | +Inf | 06-30-2023 | |
WELCH GROUP LLC | COMMON | 1553 | $234,409 | 2,453 | 0.00 | 2,453 | +Inf | 03-31-2024 | |
AVANTAX PLANNING PARTNERS INC | COM | Liquidated | $0 | 0 | 0.00 | 2,416 | +Inf | 12-31-2023 |