Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CROSS STAFF INVESTMENTS INC | COM | 2901 | $766,596 | 5,139 | 0.00 | 0.00 | -46 | -0.89 | 12-31-2023 |
PERENNIAL ADVISORS LLC | COM | 2902 | $809,449 | 5,132 | 0.00 | 0.00 | 5 | 0.10 | 03-31-2024 |
BRANDYWINE TRUST CO | COM | 2903 | $864,852 | 5,129 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
LIFESTEPS FINANCIAL INC | Stock | 2904 | $808,673 | 5,127 | 0.00 | 0.00 | 2,172 | 73.50 | 03-31-2024 |