Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FUKOKU MUTUAL LIFE INSURANCE CO | COM | 1601 | $424,455 | 1,638 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PFG INVESTMENTS LLC | COM | 1602 | $420,978 | 1,625 | 0.00 | 1,625 | +Inf | 03-31-2024 | |
CATALYST FINANCIAL PARTNERS LLC | COM | 1603 | $366,572 | 1,622 | 0.00 | 0.00 | 33 | 2.08 | 12-31-2023 |
44 WEALTH MANAGEMENT LLC | COM | 1604 | $311,947 | 1,620 | 0.00 | 0.00 | 6 | 0.37 | 06-30-2023 |