Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST MERCHANTS CORP | COMMON STOCK | 1401 | $847,158 | 8,998 | 0.00 | 8,998 | +Inf | 03-31-2024 | |
PINNACLE WEALTH PLANNING SERVICES INC | Stock | 1402 | $768,258 | 8,996 | 0.00 | 0.00 | -106 | -1.16 | 06-30-2023 |
DIVERSIFIED TRUST CO | COM NEW | 1403 | $842,637 | 8,949 | 0.00 | 0.00 | -3,734 | -29.44 | 03-31-2024 |
TWIN CAPITAL MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -460 | -4.89 | 12-31-2023 |