Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEIJI YASUDA LIFE INSURANCE CO | COM | 1051 | $8,330,000 | 54,898 | 0.22 | 0.16 | -320 | -0.58 | 06-30-2023 |
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP LLC | COM | 1052 | $8,007,041 | 54,895 | 0.00 | 0.00 | 291 | 0.53 | 09-30-2023 |
WEBSTER BANK N A | COM | 1053 | $8,906,065 | 54,891 | 0.00 | 0.00 | -266 | -0.48 | 03-31-2024 |
GW HENSSLER & ASSOCIATES LTD | COM | 1054 | $8,036,874 | 54,844 | 0.00 | 0.00 | 578 | 1.07 | 12-31-2023 |