Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOIT C F DAVID | COM | 1051 | $9,181,250 | 71,283 | 0.01 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIDUCIARY ALLIANCE LLC | Stock | 1052 | $9,312,563 | 71,094 | 0.00 | 0.00 | -990 | -1.37 | 03-31-2024 |
PRINCIPLE WEALTH PARTNERS LLC | COM | 1053 | $9,364,728 | 70,972 | 0.00 | 0.00 | 777 | 1.11 | 03-31-2024 |
FIRST FARMERS & MERCHANTS BANK / TRUST | COM | 1054 | $6,101,000 | 70,844 | 8.09 | 8.05 | -415 | -0.58 | 09-30-2022 |