Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VESTCOR INC | COM | 651 | $147,000 | 649 | 0.01 | 0.01 | -442 | -40.51 | 03-31-2024 |
COLUMN CAPITAL ADVISORS LLC | Stock | 652 | $127,274 | 648 | 0.00 | 0.00 | 81 | 14.29 | 09-30-2023 |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 653 | $144,975 | 641 | 0.00 | 0.00 | 27 | 4.40 | 03-31-2024 |
WEATHER GAUGE ADVISORY LLC | COM | 654 | $239,000 | 636 | 0.29 | 0.32 | -55 | -7.96 | 09-30-2021 |