Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RAYMOND JAMES TRUST NA | COMMON STOCK | 401 | $374,640 | 2,084 | 0.00 | 0.00 | 22 | 1.07 | 03-31-2024 |
DIVERSIFIED TRUST CO | COM | 402 | $354,318 | 2,083 | 0.00 | 0.00 | -391 | -15.80 | 06-30-2024 |
NORINCHUKIN BANK THE | COM | 403 | $361,088 | 2,080 | 0.00 | 0.00 | 5 | 0.24 | 06-30-2023 |
B RILEY WEALTH MANAGEMENT INC | COM | 404 | $318,000 | 2,061 | 0.00 | 2,061 | +Inf | 06-30-2022 |