Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NICHOLS & PRATT ADVISERS LLP /MA | COM | 1651 | $1,487,843 | 53,616 | 0.00 | 0.00 | -201 | -0.37 | 03-31-2024 |
GOLD INVESTMENT MANAGEMENT LTD | COM | 1652 | $1,487,289 | 53,596 | 0.00 | 0.00 | 7,526 | 16.34 | 03-31-2024 |
CNB BANK | COM | 1653 | $1,484,736 | 53,504 | 0.00 | 0.00 | -14,375 | -21.18 | 03-31-2024 |
JGP WEALTH MANAGEMENT LLC | COM | 1654 | $1,482,601 | 53,427 | 0.00 | 0.00 | -3,824 | -6.68 | 03-31-2024 |