Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEBSTER BANK N A | CL B | 3151 | $163,055 | 1,735 | 0.00 | 0.00 | 15 | 0.87 | 03-31-2024 |
OAKWORTH CAPITAL INC | COMMON STOCK | 3152 | $189,836 | 1,720 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
ASSET PLANNING SERVICES LTD | CL B | 3153 | $286,000 | 1,717 | 0.13 | 0.12 | -34 | -1.94 | 12-31-2021 |
AJOVISTA LLC | SHS | 3154 | $184,243 | 1,697 | 0.00 | 1,697 | +Inf | 12-31-2023 |