Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PERPETUAL LTD | COM | 2051 | $282,257 | 2,900 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PERPETUAL INVESTMENT MANAGEMENT LTD | COM | 2052 | $278,574 | 2,900 | 0.00 | 0.03 | 0 | 0.00 | 12-31-2022 |
FARMERS TRUST CO | Common Stock | 2053 | $328,011 | 2,892 | 0.00 | 2,892 | +Inf | 03-31-2024 | |
MBM WEALTH CONSULTANTS LLC | COM | 2054 | $327,784 | 2,890 | 0.00 | 0.00 | -72 | -2.43 | 03-31-2024 |