Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MADISON ASSET MANAGEMENT LLC | COM | 3351 | $248,474 | 825 | 0.00 | 825 | +Inf | 03-31-2024 | |
NACHMAN NORWOOD & PARROTT INC | COM | 3352 | $201,000 | 823 | 0.02 | 823 | +Inf | 06-30-2021 | |
CASCADE FINANCIAL PARTNERS LLC | COM | 3353 | $241,566 | 821 | 0.00 | 821 | +Inf | 03-31-2024 | |
WASHINGTON TRUST BANK | COM | 3354 | $247,269 | 821 | 0.00 | 821 | +Inf | 03-31-2024 |