Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARDEROCK CAPITAL MANAGEMENT INC | COM | 1201 | $7,654,738 | 19,955 | 0.00 | 0.00 | 755 | 3.93 | 03-31-2024 |
EASTERN BANK | COMMON STOCKS | 1202 | $7,646,307 | 19,933 | 0.00 | 0.00 | -876 | -4.21 | 03-31-2024 |
WEALTHSPIRE ADVISORS LLC | COM | 1203 | $7,634,847 | 19,903 | 0.00 | 0.00 | -1,503 | -7.02 | 03-31-2024 |
MECHANICS BANK TRUST DEPARTMENT | COM | 1204 | $7,629,036 | 19,888 | 0.00 | 0.00 | -270 | -1.34 | 03-31-2024 |