Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SFG WEALTH MANAGEMENT LLC | COM | 851 | $405,219 | 5,052 | 0.00 | 0.00 | 2 | 0.04 | 03-31-2024 |
KEYBANK NATIONAL ASSOCIATION/OH | COM | 852 | $353,470 | 5,051 | 0.00 | 5,051 | +Inf | 12-31-2023 | |
NORTHSTAR ASSET MANAGEMENT LLC /NJ/ | COM | 853 | $351,580 | 5,024 | 0.00 | 5,024 | +Inf | 12-31-2023 | |
DORSEY WRIGHT & ASSOCIATES | COM | 854 | $350,000 | 5,004 | 0.00 | 0.00 | -20 | -0.40 | 12-31-2023 |