Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WELCH GROUP LLC | COMMON | 1251 | $375,347 | 12,863 | 0.00 | 12,863 | +Inf | 03-31-2024 | |
1620 INVESTMENT ADVISORS INC | COM | 1252 | $375,196 | 12,858 | 0.00 | 0.00 | 34 | 0.27 | 03-31-2024 |
PFLUG KOORY LLC | COM | 1253 | $373,387 | 12,796 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SANDY SPRING BANK | COM | 1254 | $372,833 | 12,777 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |