Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FLPUTNAM INVESTMENT MANAGEMENT CO | COM | 2151 | $360,554 | 863 | 0.00 | 0.00 | -20 | -2.27 | 03-31-2024 |
ROUND ROCK ADVISORS LLC | COM | 2152 | $359,213 | 860 | 0.00 | 0.00 | 60 | 7.50 | 03-31-2024 |
PRIVATE CAPITAL ADVISORS INC | COM | 2153 | $358,000 | 857 | 0.04 | 0.05 | 0 | 0.00 | 03-31-2024 |
NATIONS FINANCIAL GROUP INC /IA/ /ADV | Stock | 2154 | $357,140 | 855 | 0.00 | 0.00 | 10 | 1.18 | 03-31-2024 |