Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LAUREL WEALTH ADVISORS LLC | COM | 751 | $2,384,218 | 9,636 | 0.00 | 0.00 | -491 | -4.85 | 03-31-2024 |
HC FINANCIAL ADVISORS INC | COM | 752 | $2,561,000 | 9,627 | 1.52 | 1.47 | -895 | -8.51 | 03-31-2022 |
NORTHCAPE WEALTH MANAGEMENT LLC | COM | 753 | $2,361,157 | 9,542 | 0.00 | 0.00 | -348 | -3.52 | 03-31-2024 |
DOWLING & YAHNKE LLC | COM | 754 | $2,351,000 | 9,536 | 0.11 | 9,536 | +Inf | 06-30-2022 |