Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MCGLONE SUTTNER WEALTH MANAGEMENT INC | COM | 2851 | $396,840 | 14,301 | 0.00 | 0.00 | 1,234 | 9.44 | 03-31-2024 |
KAYDAN WEALTH MANAGEMENT INC | COM | 2852 | $396,373 | 14,283 | 0.00 | 0.00 | -910 | -5.99 | 03-31-2024 |
FIRST INTERSTATE BANK | COM | 2853 | $395,965 | 14,269 | 0.00 | 0.00 | -1,979 | -12.18 | 03-31-2024 |
MIDDLETON & CO INC/MA | COM | 2854 | $410,401 | 14,255 | 0.00 | 0.00 | -1,220 | -7.88 | 12-31-2023 |