Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHCARE ADVISORY PARTNERS LLC | COM | 1451 | $2,363,658 | 38,634 | 0.00 | 0.00 | 4,754 | 14.03 | 03-31-2024 |
FIRST MERCANTILE TRUST CO | COM | 1452 | $2,023,000 | 38,563 | 0.27 | 0.26 | -1,993 | -4.91 | 09-30-2021 |
PRIVATE TRUST CO NA | Com | 1453 | $2,357,941 | 38,541 | 0.00 | 0.00 | -580 | -1.48 | 03-31-2024 |
CONSTITUTION CAPITAL LLC | COM | 1454 | $2,351,392 | 38,434 | 0.00 | 0.00 | 14,784 | 62.51 | 03-31-2024 |