Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASSET MANAGEMENT ONE CO LTD | COM | 501 | $12,554 | 267 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRINCIPAL SECURITIES INC | COM | 502 | $12,507 | 266 | 0.00 | 0.00 | -9 | -3.27 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | REIT | 503 | $11,882 | 242 | 0.00 | 0.00 | -48 | -16.55 | 12-31-2023 |
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 504 | $11,000 | 240 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |