Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RFP FINANCIAL GROUP LLC | KMI | 1801 | $84,768 | 4,622 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 1802 | $84,712 | 4,619 | 0.00 | 0.00 | 1,937 | 72.22 | 03-31-2024 |
YHB INVESTMENT ADVISORS INC | Stock | 1803 | $84,071 | 4,584 | 0.00 | 4,584 | +Inf | 03-31-2024 | |
GLASS JACOBSON INVESTMENT ADVISORS LLC | COM | 1804 | $84,058 | 4,583 | 0.00 | 0.00 | 153 | 3.45 | 03-31-2024 |