Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VISIONARY WEALTH ADVISORS | COM | 901 | $10,002,646 | 54,929 | 0.00 | 0.00 | -5,134 | -8.55 | 03-31-2024 |
NEW ENGLAND INVESTMENT & RETIREMENT GROUP INC | Stock | 902 | $5,909,000 | 54,775 | 1.36 | 1.36 | -696 | -1.25 | 09-30-2021 |
UNIPLAN INVESTMENT COUNSEL INC | COM | 903 | $9,918,000 | 54,465 | 0.78 | 0.73 | -8,875 | -14.01 | 03-31-2024 |
INVESTMENT HOUSE LLC | COM | 904 | $9,915,891 | 54,453 | 0.00 | 0.00 | -350 | -0.64 | 03-31-2024 |