Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNION SAVINGS BANK | COMMON STOCK | 501 | $69,667 | 750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PARALLEL ADVISORS LLC | Stock | 502 | $65,073 | 701 | 0.00 | 0.00 | -57 | -7.52 | 03-31-2024 |
TRUST CO | COM | 503 | $65,023 | 700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
REILLY FINANCIAL ADVISORS LLC | COM | 504 | $79,000 | 700 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2021 |