Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRANQUILITY PARTNERS LLC | COM | 951 | $621,405 | 21,296 | 0.00 | 0.00 | 579 | 2.79 | 03-31-2024 |
RDA FINANCIAL NETWORK | COM | 952 | $619,754 | 21,239 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | COM | 953 | $559,094 | 21,218 | 0.00 | 0.00 | -4,680 | -18.07 | 12-31-2023 |
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | COM | 954 | $617,592 | 21,164 | 0.00 | 0.00 | 210 | 1.00 | 03-31-2024 |