Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLWORTH FINANCIAL LP | COM | 751 | $18,102 | 82 | 0.00 | 0.00 | 71 | 645.45 | 06-30-2023 |
ADDISON ADVISORS LLC | COM | 752 | $16,492 | 75 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PRIVATE TRUST CO NA | Com | 753 | $16,999 | 74 | 0.00 | 0.00 | 2 | 2.78 | 03-31-2024 |
RICHARDSON FINANCIAL SERVICES INC | COMMON STOCKS | 754 | $14,733 | 67 | 0.00 | 67 | +Inf | 12-31-2023 |