Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARLINGTON TRUST CO LLC | COM | 1451 | $1,887,384 | 10,457 | 0.00 | 0.00 | -465 | -4.26 | 03-31-2024 |
WALDRON PRIVATE WEALTH LLC | COM | 1452 | $1,537,000 | 10,428 | 0.07 | 0.05 | 1,230 | 13.37 | 12-31-2023 |
ZULLO INVESTMENT GROUP INC | COM | 1453 | $1,519,060 | 10,305 | 0.00 | 0.00 | 1,966 | 23.58 | 12-31-2023 |
AUSTIN PRIVATE WEALTH LLC | COM | 1454 | $1,013,524 | 10,302 | 0.00 | 0.00 | -74,295 | -87.82 | 03-31-2024 |