Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORVIS WEALTH ADVISORS LLC | COM | 2051 | $259,950 | 611 | 0.00 | 0.00 | -16 | -2.55 | 03-31-2024 |
PARSEC FINANCIAL MANAGEMENT INC | COM | 2052 | $210,310 | 610 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
FARTHER FINANCE ADVISORS LLC | Stock | 2053 | $243,911 | 608 | 0.00 | 608 | +Inf | 06-30-2023 | |
GOULD ASSET MANAGEMENT LLC /CA/ | COM | 2054 | $258,674 | 608 | 0.00 | 608 | +Inf | 03-31-2024 |