Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUNTINGTON NATIONAL BANK | COMMON STOCK | 401 | $1,710,399 | 15,686 | 0.00 | 0.00 | -105 | -0.66 | 06-30-2024 |
GLENMEDE TRUST CO NA | COM NEW | 402 | $1,706,039 | 15,646 | 0.00 | 0.00 | 2,165 | 16.06 | 06-30-2024 |
SEQUOIA FINANCIAL ADVISORS LLC | COM NEW | 403 | $1,687,893 | 15,480 | 0.00 | 0.00 | -4,940 | -24.19 | 06-30-2024 |
STEEL PEAK WEALTH MANAGEMENT LLC | COM NEW | 404 | $2,448,841 | 15,454 | 0.00 | 0.14 | 2,215 | 16.73 | 12-31-2022 |