Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COVESTOR LTD | REIT | 1351 | $148,000 | 512 | 0.09 | 0.14 | -186 | -26.65 | 03-31-2024 |
YHB INVESTMENT ADVISORS INC | REIT | 1352 | $146,770 | 506 | 0.00 | 506 | +Inf | 03-31-2024 | |
NORTHWEST BANK & TRUST CO | COMMON STOCKS | 1353 | $154,330 | 506 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GROVE BANK & TRUST | COM | 1354 | $145,030 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |