Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SALEM INVESTMENT COUNSELORS INC | COM | 701 | $37,578 | 118 | 0.00 | 0.00 | 8 | 7.27 | 03-31-2024 |
BOKF NA | COM | 702 | $32,144 | 117 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
JOHNSON MIDWEST FINANCIAL LLC | COM | 703 | $31,560 | 116 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 704 | $34,393 | 108 | 0.00 | 0.00 | 55 | 103.77 | 03-31-2024 |