Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWART & PATTEN CO LLC | COM STK | 2951 | $874,697 | 6,629 | 0.00 | 0.00 | -1,050 | -13.67 | 03-31-2024 |
MONTEREY PRIVATE WEALTH INC | COM | 2952 | $874,320 | 6,626 | 0.00 | 0.00 | 99 | 1.52 | 03-31-2024 |
FAMILY FIRM INC | Stock | 2953 | $872,833 | 6,615 | 0.00 | 0.00 | 34 | 0.52 | 03-31-2024 |
LANDMARK FINANCIAL ADVISORS LLC | COM | 2954 | $719,532 | 6,600 | 0.00 | 0.00 | -100 | -1.49 | 12-31-2023 |