Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HALL LAURIE J TRUSTEE | COM | 2051 | $880,000 | 1,513 | 0.31 | 0.32 | -73 | -4.60 | 03-31-2024 |
VIOLICH CAPITAL MANAGEMENT INC | COM | 2052 | $879,000 | 1,513 | 0.13 | 0.04 | 1,013 | 202.60 | 03-31-2024 |
WEALTHPLAN PARTNERS LLC | Stock/ETF | 2053 | $785,765 | 1,506 | 0.00 | 0.00 | -1,505 | -49.98 | 06-30-2023 |
COMMUNITY FINANCIAL SERVICES GROUP LLC | COMMON STOCK | 2054 | $762,298 | 1,506 | 0.00 | 0.11 | 872 | 137.54 | 09-30-2023 |