Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
INSPIRE ADVISORS LLC | COM | 751 | $394,367 | 1,120 | 0.00 | 0.00 | -1,234 | -52.42 | 12-31-2023 |
REGENTATLANTIC CAPITAL LLC | COM | 752 | $276,000 | 1,118 | 0.01 | 1,118 | +Inf | 09-30-2022 | |
SEQUOIA FINANCIAL ADVISORS LLC | COM | 753 | $439,954 | 1,112 | 0.00 | 0.00 | 227 | 25.65 | 03-31-2024 |
MANCHESTER CAPITAL MANAGEMENT LLC | COM | 754 | $438,447 | 1,108 | 0.00 | 0.00 | 2 | 0.18 | 03-31-2024 |