Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 601 | $159,927 | 3,150 | 0.00 | 0.00 | 742 | 30.81 | 03-31-2024 |
YHB INVESTMENT ADVISORS INC | Stock | 602 | $142,308 | 2,803 | 0.00 | 2,803 | +Inf | 03-31-2024 | |
HIGHMARK WEALTH MANAGEMENT LLC | COM | 603 | $108,134 | 2,683 | 0.00 | 0.00 | 24 | 0.90 | 09-30-2023 |
NEWEDGE ADVISORS LLC | Common Stock | 604 | $135,963 | 2,678 | 0.00 | 0.00 | 1,412 | 111.53 | 03-31-2024 |