Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOUNDERS FINANCIAL SECURITIES LLC | COM | 1951 | $488,960 | 7,299 | 0.00 | 0.00 | 697 | 10.56 | 03-31-2024 |
PARSONS CAPITAL MANAGEMENT INC/RI | COM | 1952 | $487,889 | 7,283 | 0.00 | 0.00 | -657 | -8.27 | 03-31-2024 |
GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | COM | 1953 | $485,527 | 7,276 | 0.00 | 0.00 | 2,594 | 55.40 | 06-30-2023 |
VISIONPOINT ADVISORY GROUP LLC | COM | 1954 | $444,056 | 7,231 | 0.00 | 7,231 | +Inf | 12-31-2023 |