Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REGENTATLANTIC CAPITAL LLC | CL B | 901 | $1,072,000 | 39,230 | 0.03 | 0.04 | -1,479 | -3.63 | 09-30-2022 |
JEPPSON WEALTH MANAGEMENT LLC | Stock | 902 | $1,832,087 | 38,964 | 0.00 | 0.00 | 723 | 1.89 | 03-31-2024 |
RIGGS ASSET MANAGMENT CO INC | CL B | 903 | $1,831,335 | 38,948 | 0.00 | 0.00 | 54 | 0.14 | 03-31-2024 |
LGT GROUP FOUNDATION | CL B | 904 | $1,823,107 | 38,773 | 0.00 | 0.00 | -43,731 | -53.00 | 03-31-2024 |