Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GALLAGHER FIDUCIARY ADVISORS LLC | COM | 2651 | $335,947 | 690 | 0.00 | 690 | +Inf | 12-31-2023 | |
ROBERTS GLORE & CO INC /IL/ | COM | 2652 | $419,058 | 690 | 0.00 | 0.00 | -10 | -1.43 | 03-31-2024 |
DB ROOT & COMPANY LLC | COM | 2653 | $417,843 | 688 | 0.00 | 0.00 | -454 | -39.75 | 03-31-2024 |
NBT BANK N A /NY | Com | 2654 | $302,617 | 687 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |