Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CETERA INVESTMENT ADVISERS | COM | 351 | $1,565,356 | 76,658 | 0.00 | 0.00 | 2,168 | 2.91 | 12-31-2023 |
TWELVE POINTS WEALTH MANAGEMENT LLC | COM | 352 | $1,725,693 | 75,888 | 0.00 | 0.00 | 790 | 1.05 | 03-31-2024 |
FIDUCIARY TRUST CO | COM | 353 | $1,017,000 | 75,472 | 0.02 | 0.02 | -100 | -0.13 | 09-30-2022 |
REGISTER FINANCIAL ADVISORS LLC | COM | 354 | $1,701,521 | 74,825 | 0.00 | 0.00 | 4,900 | 7.01 | 03-31-2024 |