Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORVIS WEALTH ADVISORS LLC | COM | 551 | $875,934 | 16,296 | 0.00 | 0.00 | -60 | -0.37 | 03-31-2024 |
NJ STATE EMPLOYEES DEFERRED COMPENSATION PLAN | COM | 552 | $873,061 | 16,243 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BLEAKLEY FINANCIAL GROUP LLC | COM | 553 | $993,062 | 16,040 | 0.00 | 0.00 | 9,222 | 135.26 | 12-31-2023 |
NORTHROCK PARTNERS LLC | COM | 554 | $993,006 | 16,040 | 0.00 | 0.00 | 852 | 5.61 | 12-31-2023 |