Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARCADIA INVESTMENT MANAGEMENT CORP/MI | COM | 1551 | $109,721 | 935 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BREWIN DOLPHIN LTD | COM | 1552 | $89,000 | 925 | 0.00 | 925 | +Inf | 06-30-2022 | |
SONORA INVESTMENT MANAGEMENT LLC | COM | 1553 | $96,000 | 910 | 0.01 | 910 | +Inf | 09-30-2021 | |
EVERMAY WEALTH MANAGEMENT LLC | COM | 1554 | $79,398 | 900 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |