Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | COM | 1 | $1,463,357 | 299,255 | 0.00 | 0.00 | 457 | 0.15 | 03-31-2024 |
MODERA WEALTH MANAGEMENT LLC | COM | 2 | $904,528 | 184,975 | 0.00 | 0.00 | -68 | -0.04 | 03-31-2024 |
GEODE CAPITAL MANAGEMENT LLC | COM | 3 | $518,003 | 105,901 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
M&T BANK CORP | COM | 4 | $437,225 | 89,412 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |