Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SPINNAKER TRUST | Equities | 1751 | $326,229 | 1,619 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | COM | 1752 | $325,423 | 1,615 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BIGELOW INVESTMENT ADVISORS LLC | COM | 1753 | $324,617 | 1,611 | 0.00 | 0.00 | 11 | 0.69 | 03-31-2024 |
SIGMA INVESTMENT COUNSELORS INC | COM | 1754 | $324,012 | 1,608 | 0.00 | 1,608 | +Inf | 03-31-2024 |