Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 551 | $4,686,359 | 36,658 | 0.00 | 0.00 | -1,229 | -3.24 | 03-31-2024 |
AMERICAN TRUST | Equities | 552 | $4,671,657 | 36,543 | 0.00 | 0.00 | 9,647 | 35.87 | 03-31-2024 |
EVEXIA WEALTH LLC | COM | 553 | $4,924,787 | 36,402 | 0.00 | 0.00 | 6,071 | 20.02 | 03-31-2024 |
CIBC PRIVATE WEALTH GROUP LLC | COM | 554 | $4,711,265 | 36,308 | 0.00 | 0.00 | -2,561 | -6.59 | 03-31-2024 |