Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
REYNOLDS INVESTMENT MANAGEMENT INC | COM | 1351 | $1,304,000 | 62,235 | 0.46 | 0.46 | -3,694 | -5.60 | 06-30-2022 |
GAMMA INVESTING LLC | Common Stock | 1352 | $1,093,224 | 62,115 | 0.00 | 0.00 | 10,110 | 19.44 | 03-31-2024 |
ASSET DEDICATION LLC | Equities | 1353 | $1,095,000 | 62,089 | 0.08 | 0.08 | 460 | 0.75 | 03-31-2024 |
TRUST POINT INC | COMMON STOCK | 1354 | $1,091,625 | 62,024 | 0.00 | 0.00 | -2,323 | -3.61 | 03-31-2024 |