Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATEGIC INVESTMENT ADVISORS / MI | COM NEW | Liquidated | $0 | 0 | 0.00 | 9,203 | +Inf | 12-31-2023 | |
BAKER TILLY WEALTH MANAGEMENT LLC | COM NEW | 502 | $698,356 | 9,172 | 0.00 | 0.00 | 512 | 5.91 | 03-31-2024 |
NEUBERGER BERMAN GROUP LLC | Common | 503 | $697,290 | 9,158 | 0.00 | 0.00 | -110 | -1.19 | 03-31-2024 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | COM NEW | 504 | $789,432 | 9,138 | 0.00 | 9,138 | +Inf | 12-31-2023 |