Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINEMARK NATIONAL BANK & TRUST | COM | 1151 | $393,486 | 6,829 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TDAM USA INC | COM | 1152 | $349,000 | 6,802 | 0.02 | 0.02 | -79 | -1.15 | 06-30-2021 |
ATLANTIC UNION BANKSHARES CORP | Stock | 1153 | $390,491 | 6,777 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KB FINANCIAL PARTNERS LLC | COM | 1154 | $289,000 | 6,773 | 0.08 | 0.09 | 210 | 3.20 | 09-30-2023 |