Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KCM INVESTMENT ADVISORS LLC | COM | 951 | $200,401 | 2,475 | 0.00 | 2,475 | +Inf | 12-31-2023 | |
SOLSTEIN CAPITAL LLC | COM | 952 | $166,607 | 2,444 | 0.00 | 0.00 | 1,437 | 142.70 | 09-30-2023 |
OLD NATIONAL BANCORP /IN/ | COM | 953 | $207,149 | 2,409 | 0.00 | 2,409 | +Inf | 03-31-2024 | |
B RILEY WEALTH ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -156 | -6.18 | 12-31-2023 |