Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JNBA FINANCIAL ADVISORS | COM | 501 | $102,366 | 600 | 0.00 | 0.02 | -360 | -37.50 | 09-30-2023 |
NATIXIS INVESTMENT MANAGERS INTERNATIONAL | Common Stock | 502 | $100,831 | 591 | 0.00 | 0.00 | -267 | -31.12 | 09-30-2023 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 503 | $114,172 | 589 | 0.00 | 0.00 | 56 | 10.51 | 12-31-2023 |
CENTRAL PACIFIC BANK - TRUST DIVISION | COM | 504 | $106,859 | 580 | 0.00 | 580 | +Inf | 03-31-2024 |