Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GROVE BANK & TRUST | COM | 1751 | $3,354,561 | 6,781 | 0.00 | 0.00 | 158 | 2.39 | 03-31-2024 |
LAIDLAW WEALTH MANAGEMENT LLC | COM | 1752 | $3,566,635 | 6,775 | 0.00 | 0.00 | -492 | -6.77 | 12-31-2023 |
LGT FUND MANAGEMENT CO LTD | COM | 1753 | $3,548,324 | 6,760 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CAPITAL CITY TRUST CO/FL | COM | 1754 | $3,549,462 | 6,742 | 0.00 | 0.00 | 327 | 5.10 | 12-31-2023 |