Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SCHECHTER INVESTMENT ADVISORS LLC | REIT | 901 | $645,452 | 801 | 0.00 | 0.00 | -22 | -2.67 | 12-31-2023 |
PLATTE RIVER WEALTH ADVISORS LLC | COM | 902 | $661,089 | 801 | 0.00 | 0.00 | -336 | -29.55 | 03-31-2024 |
SUPPLEMENTAL ANNUITY COLLECTIVE TRUST OF NJ | COM | 903 | $660,264 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | COM | 904 | $642,000 | 797 | 0.15 | 0.15 | -17 | -2.09 | 12-31-2023 |