Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOMPKINS FINANCIAL CORP | SPONSORED ADR | 1301 | $287,578 | 2,973 | 0.00 | 0.00 | 663 | 28.70 | 03-31-2024 |
HURLOW WEALTH MANAGEMENT GROUP INC | SPONSORED ADR | 1302 | $299,780 | 2,969 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
HM PAYSON & CO | SPONSORED ADR | 1303 | $300,997 | 2,955 | 0.00 | 0.00 | 525 | 21.60 | 09-30-2023 |
GREAT LAKES ADVISORS LLC | ADR | 1304 | $285,547 | 2,952 | 0.00 | 0.00 | 99 | 3.47 | 03-31-2024 |