Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MD FINANCIAL MANAGEMENT INC | COM | 1051 | $1,071,000 | 4,356 | 0.03 | 0.02 | 1,637 | 60.21 | 09-30-2021 |
BRADY FAMILY WEALTH LLC | COM | 1052 | $1,075,620 | 4,347 | 0.00 | 0.00 | 137 | 3.25 | 03-31-2024 |
LINCOLN NATIONAL CORP | COM | 1053 | $1,059,654 | 4,346 | 0.00 | 0.02 | -358 | -7.61 | 12-31-2023 |
FDX ADVISORS INC | Common Stock | 1054 | $1,113,000 | 4,306 | 0.09 | 0.05 | 940 | 27.93 | 09-30-2023 |