Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISOR PARTNERS LLC | COM | 701 | $770,000 | 6,145 | 0.05 | 0.03 | 365 | 6.31 | 06-30-2022 |
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | COM | 702 | $1,592,277 | 6,129 | 0.00 | 0.00 | -83 | -1.34 | 03-31-2024 |
MOODY LYNN & LIEBERSON LLC | COM | 703 | $1,587,118 | 6,109 | 0.00 | 0.00 | 7 | 0.11 | 03-31-2024 |
AMERICAN PORTFOLIOS ADVISORS | COM | 704 | $775,296 | 6,086 | 0.00 | 6,086 | +Inf | 09-30-2022 |