Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PERSONAL CAPITAL ADVISORS CORP | COM | 401 | $321,000 | 1,717 | 0.00 | 1,717 | +Inf | 09-30-2022 | |
M&T BANK CORP | COM | 402 | $344,976 | 1,711 | 0.00 | 0.00 | -199 | -10.42 | 03-31-2024 |
WEALTH ALLIANCE | COM | 403 | $344,643 | 1,707 | 0.00 | 0.00 | 6 | 0.35 | 03-31-2024 |
CETERA INVESTMENT ADVISERS | COM | 404 | $406,232 | 1,707 | 0.00 | 0.00 | 174 | 11.35 | 12-31-2023 |