Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARON FINANCIAL GROUP LLC | COM | 1851 | $314,275 | 3,490 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
AVISO WEALTH MANAGEMENT | COM | 1852 | $277,836 | 3,486 | 0.00 | 3,486 | +Inf | 12-31-2023 | |
ZWJ INVESTMENT COUNSEL INC | COM | 1853 | $313,594 | 3,482 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
INSIGHT FOLIOS INC | COM | 1854 | $312,600 | 3,471 | 0.00 | 0.00 | -217 | -5.88 | 03-31-2024 |