Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EQUITABLE TRUST CO | Com | 1401 | $2,581,471 | 23,453 | 0.00 | 0.00 | -952 | -3.90 | 12-31-2023 |
BLUE TRUST INC | COM | 1402 | $2,663,807 | 23,437 | 0.00 | 0.04 | 316 | 1.37 | 03-31-2024 |
SOUND VIEW WEALTH ADVISORS GROUP LLC | COM | 1403 | $2,642,299 | 23,247 | 0.00 | 0.00 | -1,910 | -7.59 | 03-31-2024 |
SULLIVAN BRUYETTE SPEROS & BLANEY LLC | COM | 1404 | $2,781,000 | 23,205 | 0.12 | 23,205 | +Inf | 03-31-2021 |