Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COPELAND CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -57 | -51.35 | 12-31-2023 |
SACHETTA LLC | COM | 1652 | $8,055 | 53 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TRUST CO OF VERMONT | Com | 1653 | $8,557 | 52 | 0.00 | 0.00 | 49 | 1633.33 | 03-31-2024 |
COLONIAL TRUST ADVISORS | Stock | 1654 | $7,599 | 50 | 0.00 | 0.00 | 9 | 21.95 | 12-31-2023 |