Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AJ WEALTH STRATEGIES LLC | COM | 2001 | $246,692 | 1,272 | 0.00 | 0.01 | 60 | 4.95 | 06-30-2023 |
RANCH CAPITAL ADVISORS INC | COM | 2002 | $275,418 | 1,269 | 0.00 | 0.00 | 59 | 4.88 | 12-31-2023 |
ZWJ INVESTMENT COUNSEL INC | COM | 2003 | $250,742 | 1,269 | 0.00 | 1,269 | +Inf | 03-31-2024 | |
NEW JERSEY BETTER EDUCATIONAL SAVINGS TRUST | COM | 2004 | $273,520 | 1,267 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |