Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNION SAVINGS BANK | COMMON STOCK | 2701 | $227,062 | 1,784 | 0.00 | 0.00 | -90 | -4.80 | 03-31-2024 |
WMS PARTNERS LLC | COM | 2702 | $227,068 | 1,784 | 0.00 | 0.00 | -103 | -5.46 | 03-31-2024 |
E FUND MANAGEMENT CO LTD | Common Stock | 2703 | $226,813 | 1,782 | 0.00 | 0.02 | -87 | -4.65 | 03-31-2024 |
LEGACY FINANCIAL GROUP INC | COM | 2704 | $206,646 | 1,780 | 0.00 | 0.00 | -91 | -4.86 | 12-31-2023 |