Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MATHER GROUP LLC | COM | 1751 | $2,872,447 | 26,348 | 0.00 | 0.00 | 327 | 1.26 | 12-31-2023 |
LEGACY PRIVATE TRUST CO | COM | 1752 | $3,470,285 | 26,300 | 0.00 | 0.00 | -1,535 | -5.51 | 03-31-2024 |
MV CAPITAL MANAGEMENT INC | COM | 1753 | $3,470,022 | 26,298 | 0.00 | 0.00 | 17,210 | 189.37 | 03-31-2024 |
RIVERVIEW TRUST CO | Com | 1754 | $3,468,966 | 26,290 | 0.00 | 0.00 | -140 | -0.53 | 03-31-2024 |