Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DUNCKER STREETT & CO INC | CL A | 1301 | $2,323,233 | 53,592 | 0.00 | 0.00 | -2,395 | -4.28 | 03-31-2024 |
BUCKINGHAM STRATEGIC WEALTH LLC | CL A | 1302 | $1,872,849 | 53,556 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
LESTER MURRAY ANTMAN DBA SIMPLYRICH | CL A | 1303 | $2,340,000 | 53,355 | 0.80 | 1.15 | 0 | 0.00 | 12-31-2023 |
HM PAYSON & CO | CL A | 1304 | $2,364,930 | 53,336 | 0.00 | 0.00 | 6,582 | 14.08 | 09-30-2023 |