Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEIJI YASUDA ASSET MANAGEMENT CO LTD | COM | 801 | $1,274,787 | 10,381 | 0.00 | 0.00 | -12,170 | -53.97 | 03-31-2024 |
PINNACLE FINANCIAL PARTNERS INC | COM | 802 | $1,268,894 | 10,333 | 0.00 | 0.00 | -178 | -1.69 | 03-31-2024 |
SOUND VIEW WEALTH ADVISORS GROUP LLC | COM | 803 | $1,268,401 | 10,329 | 0.00 | 0.00 | -232 | -2.20 | 03-31-2024 |
SYSTM WEALTH SOLUTIONS LLC | COMMON | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,902 | -21.96 | 12-31-2023 |