Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SEQUOIA FINANCIAL ADVISORS LLC | COM | 701 | $347,329 | 1,009 | 0.00 | 0.00 | 72 | 7.68 | 03-31-2024 |
FEDERATED HERMES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,539 | -77.92 | 12-31-2023 |
HERITAGE INVESTMENT GROUP INC | COM | 703 | $344,000 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BRISTOL JOHN W & CO INC /NY/ | COM | 704 | $266,540 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |