Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARLSON CAPITAL MANAGEMENT | COM | 2251 | $1,856,149 | 2,386 | 0.00 | 0.00 | -234 | -8.93 | 03-31-2024 |
LS INVESTMENT ADVISORS LLC | COM | 2252 | $1,854,657 | 2,384 | 0.00 | 0.00 | -1 | -0.04 | 03-31-2024 |
PEOPLES BANK /OH | COMMON STOCK | 2253 | $1,853,878 | 2,383 | 0.00 | 0.00 | 20 | 0.85 | 03-31-2024 |
PERSONAL CFO SOLUTIONS LLC | COM | 2254 | $1,387,545 | 2,380 | 0.00 | 0.00 | -196 | -7.61 | 12-31-2023 |