Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORUM FINANCIAL MANAGEMENT LP | COM | 1601 | $1,531,439 | 8,020 | 0.00 | 0.00 | -1,184 | -12.86 | 03-31-2024 |
SUPPLEMENTAL ANNUITY COLLECTIVE TRUST OF NJ | COM | 1602 | $1,527,680 | 8,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PERFROMANCE WEALTH PARTNERS LLC | COM | 1603 | $1,524,052 | 7,981 | 0.00 | 0.00 | 47 | 0.59 | 03-31-2024 |
GITTERMAN WEALTH MANAGEMENT LLC | COM | 1604 | $1,521,402 | 7,967 | 0.00 | 0.00 | -63 | -0.78 | 03-31-2024 |