Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CASTLEVIEW PARTNERS LLC | SPONSORED ADR | 1951 | $7,775 | 77 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GOALVEST ADVISORY LLC | ADR | 1952 | $7,448 | 77 | 0.00 | 0.00 | -195 | -71.69 | 03-31-2024 |
INDIANA TRUST & INVESTMENT MANAGEMENT CO | Com | 1953 | $7,255 | 75 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
SLOCUM GORDON & CO LLP | SPONSORED ADR | 1954 | $7,061 | 73 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |