Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORUM FINANCIAL MANAGEMENT LP | COM | 901 | $228,835 | 2,180 | 0.00 | 2,180 | +Inf | 03-31-2024 | |
CIGNA INVESTMENTS INC /NEW | Common Stock | 902 | $229,000 | 2,178 | 0.04 | 2,178 | +Inf | 03-31-2024 | |
WALDRON PRIVATE WEALTH LLC | COM | 903 | $227,050 | 2,163 | 0.00 | 2,163 | +Inf | 03-31-2024 | |
IMPACT PARTNERSHIP WEALTH LLC | COM | 904 | $223,424 | 2,128 | 0.00 | 0.00 | 119 | 5.92 | 03-31-2024 |