Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MEMBERS TRUST CO | COM | 3201 | $288,939 | 218 | 0.00 | 0.00 | 39 | 21.79 | 03-31-2024 |
D SCOTT NEAL INC | COM | 3202 | $288,940 | 218 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ACCREDITED INVESTORS INC | COM | 3203 | $243,132 | 218 | 0.00 | 218 | +Inf | 12-31-2023 | |
BANK OF NOVA SCOTIA TRUST CO | COM | 3204 | $243,342 | 218 | 0.00 | 218 | +Inf | 12-31-2023 |