Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVERVIEW TRUST CO | Com | Liquidated | $32,040 | 231 | 0.00 | 0.00 | 231 | +Inf | 03-31-2024 |
DSM CAPITAL PARTNERS LLC | Common Stock | 1352 | $31,346 | 226 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CORNERSTONE PLANNING GROUP LLC | Common Stock | 1353 | $28,499 | 222 | 0.00 | 0.00 | 123 | 124.24 | 03-31-2024 |
AVALON TRUST CO | COM | 1354 | $30,514 | 220 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |