Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JOHNSON FINANCIAL GROUP INC | COM | 601 | $4,917 | 113 | 0.00 | 113 | +Inf | 12-31-2023 | |
SOA WEALTH ADVISORS LLC | Stock | 602 | $4,292 | 111 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BELL INVESTMENT ADVISORS INC | COM | 603 | $4,254 | 110 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COMMUNITY BANK NA | COMMON STOCK | 604 | $4,698 | 108 | 0.00 | 108 | +Inf | 12-31-2023 |