Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
M&T BANK CORP | COM | 451 | $360,904 | 2,458 | 0.00 | 0.00 | 80 | 3.36 | 03-31-2024 |
KCM INVESTMENT ADVISORS LLC | COM | 452 | $354,643 | 2,415 | 0.00 | 0.00 | -10 | -0.41 | 03-31-2024 |
EDGESTREAM PARTNERS LP | COM | 453 | $269,231 | 2,297 | 0.00 | 2,297 | +Inf | 12-31-2023 | |
COLDSTREAM CAPITAL MANAGEMENT INC | COM | 454 | $268,646 | 2,292 | 0.00 | 2,292 | +Inf | 12-31-2023 |