Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HM PAYSON & CO | COM | 351 | $111,887 | 1,830 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
FIRST MERCANTILE TRUST CO | COM | 352 | $136,000 | 1,739 | 0.02 | 0.02 | -65 | -3.60 | 09-30-2021 |
HARVEST FUND MANAGEMENT CO LTD | COM | 353 | $119,000 | 1,640 | 0.01 | 1,640 | +Inf | 03-31-2024 | |
HARBOR INVESTMENT ADVISORY LLC | Stock | 354 | $114,140 | 1,575 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |