Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CWS FINANCIAL ADVISORS LLC | COM | 2651 | $432,703 | 1,522 | 0.00 | 0.00 | -35 | -2.25 | 03-31-2024 |
UNION SAVINGS BANK | COMMON STOCK | 2652 | $431,878 | 1,519 | 0.00 | 0.00 | -121 | -7.38 | 03-31-2024 |
CHATHAM CAPITAL GROUP INC | COM | 2653 | $437,502 | 1,519 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WEALTHSPRING PARTNERS LLC | COM | 2654 | $335,962 | 1,514 | 0.00 | 0.00 | 22 | 1.47 | 06-30-2023 |