Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TIAA TRUST NATIONAL ASSOCIATION | Common / Ordinary Stock | 851 | $321,317 | 812 | 0.00 | 0.00 | 22 | 2.78 | 03-31-2024 |
STRATA WEALTH ADVISORS LLC | COM | 852 | $304,671 | 812 | 0.00 | 0.00 | 12 | 1.50 | 09-30-2023 |
FIRST AFFIRMATIVE FINANCIAL NETWORK | COM | 853 | $321,423 | 812 | 0.00 | 0.00 | -5 | -0.61 | 03-31-2024 |
BROOKSTONE CAPITAL MANAGEMENT | COM | 854 | $320,525 | 810 | 0.00 | 0.00 | -4,131 | -83.61 | 03-31-2024 |