Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST FARMERS & MERCHANTS BANK / TRUST | COM | 1251 | $210,000 | 2,000 | 0.28 | 0.28 | 0 | 0.00 | 09-30-2022 |
ESSEX SAVINGS BANK | COMMON STOCK | 1252 | $214,947 | 1,996 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FIRST HORIZON CORP | COMMON STOCK | 1253 | $394,000 | 1,992 | 0.04 | 0.03 | 66 | 3.43 | 06-30-2021 |
WCM INVESTMENT MANAGEMENT LLC | COM | 1254 | $242,377 | 1,988 | 0.00 | 0.00 | 129 | 6.94 | 03-31-2024 |