Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 1501 | $95,220 | 1,516 | 0.00 | 0.00 | -2,624 | -63.38 | 03-31-2024 |
WETZEL INVESTMENT ADVISORS INC | ADM | 1502 | $92,642 | 1,501 | 0.00 | 1,501 | +Inf | 03-31-2024 | |
NAUSET WEALTH MANAGEMENT LLC | COM | 1503 | $135,000 | 1,500 | 0.11 | 1,500 | +Inf | 03-31-2022 | |
AMERICAN NATIONAL BANK | COM | 1504 | $91,075 | 1,450 | 0.00 | 0.00 | 929 | 178.31 | 03-31-2024 |