Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUMITOMO LIFE INSURANCE CO | Common | 851 | $3,380,813 | 1,252 | 0.00 | 0.29 | -42 | -3.25 | 06-30-2023 |
SEMMAX FINANCIAL ADVISORS INC | COM | 852 | $4,642,651 | 1,240 | 0.00 | 0.00 | 252 | 25.51 | 03-31-2024 |
CAIRN INVESTMENT GROUP INC | COM | 853 | $4,477,000 | 1,234 | 2.57 | 2.77 | -18 | -1.44 | 03-31-2024 |
BNC WEALTH MANAGEMENT LLC | COM | 854 | $4,458,672 | 1,229 | 0.00 | 0.00 | 8 | 0.66 | 03-31-2024 |