Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUMANKIND INVESTMENTS LLC | COM | 2651 | $484,748 | 4,404 | 0.00 | 0.00 | 296 | 7.21 | 12-31-2023 |
COLONIAL TRUST ADVISORS | Stock | 2652 | $484,396 | 4,401 | 0.00 | 0.00 | -40,806 | -90.26 | 12-31-2023 |
LSV ASSET MANAGEMENT | COM | 2653 | $484,000 | 4,400 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ONEASCENT FINANCIAL SERVICES LLC | COM | 2654 | $500,000 | 4,398 | 0.06 | 0.05 | 400 | 10.01 | 03-31-2024 |