Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUST POINT INC | COMMON STOCK | 1151 | $1,028,668 | 5,105 | 0.00 | 0.00 | 130 | 2.61 | 03-31-2024 |
BKM WEALTH MANAGEMENT LLC | COM | 1152 | $1,023,821 | 5,081 | 0.00 | 0.00 | -461 | -8.32 | 03-31-2024 |
SHELL ASSET MANAGEMENT CO | COM | 1153 | $1,021,000 | 5,067 | 0.05 | 0.02 | 1,273 | 33.55 | 03-31-2024 |
EVERCORE WEALTH MANAGEMENT LLC | COM | 1154 | $1,020,597 | 5,065 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |