Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANNIS GARDNER WHITING CAPITAL ADVISORS LLC | SHS | 1601 | $5,354 | 92 | 0.00 | 0.00 | -44 | -32.35 | 12-31-2023 |
INDIANA TRUST & INVESTMENT MANAGEMENT CO | Com | 1602 | $5,879 | 90 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MASCOMA WEALTH MANAGEMENT LLC | Stock | 1603 | $5,683 | 87 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -77 | -47.24 | 03-31-2022 |