Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOOMIS SAYLES & CO L P | COMMON | 1251 | $20,000 | 146 | 0.00 | 0.00 | 52 | 55.32 | 12-31-2023 |
INDIANA TRUST & INVESTMENT MANAGEMENT CO | Com | 1252 | $19,301 | 145 | 0.00 | 145 | +Inf | 03-31-2024 | |
BDO WEALTH ADVISORS LLC | COM | 1253 | $19,398 | 138 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FRONT ROW ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.01 | 116 | 610.53 | 12-31-2023 |