Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOUND VIEW WEALTH ADVISORS GROUP LLC | COM | 551 | $2,680,972 | 38,316 | 0.00 | 0.00 | -657 | -1.69 | 03-31-2024 |
HYMAN CHARLES D | COM | 552 | $2,676,000 | 38,245 | 0.00 | 0.00 | -20 | -0.05 | 03-31-2024 |
MD FINANCIAL MANAGEMENT INC | COM | 553 | $2,282,000 | 38,151 | 0.06 | 0.07 | -4,580 | -10.72 | 09-30-2021 |
CREEGAN & NASSOURA FINANCIAL GROUP LLC | COM | 554 | $2,484,456 | 38,140 | 0.00 | 0.00 | -250 | -0.65 | 12-31-2023 |