Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WINTRUST INVESTMENTS LLC | COM | 1001 | $347,000 | 11,472 | 0.03 | 0.04 | -3,250 | -22.08 | 03-31-2024 |
EMPOWER ADVISORY GROUP LLC | COM | 1002 | $346,344 | 11,461 | 0.00 | 0.00 | -126 | -1.09 | 03-31-2024 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 1003 | $317,359 | 11,457 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PINNACLE FINANCIAL PARTNERS INC | COM | 1004 | $344,779 | 11,409 | 0.00 | 0.00 | 334 | 3.02 | 03-31-2024 |