Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PREMIER PATH WEALTH PARTNERS LLC | COM | 1601 | $1,239,511 | 19,395 | 0.00 | 0.00 | 1,515 | 8.47 | 03-31-2024 |
DOMAN GROUP LLC | COM | 1602 | $1,809,000 | 19,379 | 1.59 | 19,379 | +Inf | 12-31-2021 | |
CHICAGO TRUST CO NA | COM | 1603 | $1,238,319 | 19,376 | 0.00 | 0.00 | 4,159 | 27.33 | 03-31-2024 |
NORWAY SAVINGS BANK | COM | 1604 | $1,238,128 | 19,373 | 0.00 | 0.00 | 1,632 | 9.20 | 03-31-2024 |