Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | COM | 1 | $1,616,467 | 298,798 | 0.00 | 0.00 | 1,915 | 0.65 | 12-31-2023 |
MODERA WEALTH MANAGEMENT LLC | COM | 2 | $1,001,065 | 185,043 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GEODE CAPITAL MANAGEMENT LLC | COM | 3 | $549,769 | 105,901 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
M&T BANK CORP | COM | 4 | $483,719 | 89,412 | 0.00 | 89,412 | +Inf | 12-31-2023 |