Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOR INVESTMENT ADVISORY LLC | REIT | 801 | $14,108 | 1,425 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WHITTIER TRUST CO OF NEVADA INC | REIT'S | 802 | $13,878 | 1,402 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TURTLE CREEK WEALTH ADVISORS LLC | REIT | 803 | $13,420 | 1,368 | 0.00 | 1,368 | +Inf | 12-31-2023 | |
FINANCIAL CONNECTIONS GROUP INC | COM | 804 | $14,000 | 1,363 | 0.02 | 0.01 | 50 | 3.81 | 03-31-2024 |