Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
US ASSET MANAGEMENT LLC | COM | 851 | $1,112,000 | 9,059 | 1.00 | 1.08 | -112 | -1.22 | 03-31-2024 |
SIGNATUREFD LLC | COM | 852 | $1,112,015 | 9,055 | 0.00 | 0.00 | -99 | -1.08 | 03-31-2024 |
CHICAGO PARTNERS INVESTMENT GROUP LLC | COM | 853 | $1,096,425 | 9,015 | 0.00 | 0.00 | 12 | 0.13 | 03-31-2024 |
ARGENT TRUST CO | COMMON STOCK | 854 | $1,100,533 | 8,962 | 0.00 | 0.00 | 1,135 | 14.50 | 03-31-2024 |