Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KMG FIDUCIARY PARTNERS LLC | COM | 751 | $19,796,107 | 25,446 | 0.00 | 0.00 | 1,963 | 8.36 | 03-31-2024 |
ESSEX FINANCIAL SERVICES INC | Stock | 752 | $13,622,810 | 25,362 | 0.00 | 0.00 | 172 | 0.68 | 09-30-2023 |
KING WEALTH MANAGEMENT GROUP | COM | 753 | $14,771,000 | 25,340 | 2.86 | 2.06 | 7,126 | 39.12 | 12-31-2023 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY LLC | COM | 754 | $14,712,901 | 25,240 | 0.00 | 0.00 | 71 | 0.28 | 12-31-2023 |