Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CADENCE WEALTH MANAGEMENT LLC | COM | 5801 | $553,477 | 2,875 | 0.00 | 0.00 | -406 | -12.37 | 12-31-2023 |
TIAA TRUST NATIONAL ASSOCIATION | COMSTOCK | 5802 | $551,515 | 2,865 | 0.00 | 0.00 | -19 | -0.66 | 12-31-2023 |
OCEANSIDE ADVISORS LLC | COM | 5803 | $488,547 | 2,849 | 0.00 | 2,849 | +Inf | 03-31-2024 | |
REZNY WEALTH MANAGEMENT INC | COM | 5804 | $485,631 | 2,832 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |