Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WIMMER ASSOCIATES 1 LLC | COM | 451 | $2,120,506 | 10,351 | 0.00 | 0.00 | -15 | -0.14 | 03-31-2024 |
TILIA FIDUCIARY PARTNERS INC | Stock | 452 | $2,115,975 | 10,329 | 0.00 | 0.00 | 708 | 7.36 | 03-31-2024 |
FIRST CITIZENS BANK & TRUST CO | COM | 453 | $2,097,970 | 10,241 | 0.00 | 10,241 | +Inf | 03-31-2024 | |
LANTZ FINANCIAL LLC | COM | 454 | $2,082,402 | 10,165 | 0.00 | 0.00 | -768 | -7.02 | 03-31-2024 |