Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOSS RETIREMENT ADVISORS LLC | COM | 551 | $1,553,452 | 34,776 | 0.00 | 0.00 | -3,820 | -9.90 | 12-31-2023 |
BBVA USA | COM | 552 | $2,538,000 | 34,755 | 0.15 | 0.13 | 2,042 | 6.24 | 09-30-2021 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 553 | $1,690,021 | 34,357 | 0.00 | 0.00 | 3,442 | 11.13 | 03-31-2024 |
CONNING INC | COM | 554 | $1,684,856 | 34,252 | 0.00 | 0.00 | -55 | -0.16 | 03-31-2024 |