Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROCKLAND TRUST CO | COM | 451 | $30,949,829 | 266,258 | 0.00 | 0.00 | 10,026 | 3.91 | 03-31-2024 |
MERIDIAN WEALTH ADVISORS LLC | COM | 452 | $26,436,141 | 264,414 | 0.01 | 0.01 | 485 | 0.18 | 12-31-2023 |
MCGOWAN GROUP ASSET MANAGEMENT INC | COM | 453 | $26,027,835 | 260,330 | 0.00 | 0.00 | 196,967 | 310.85 | 12-31-2023 |
FARMERS & MERCHANTS INVESTMENTS INC | COM | 454 | $27,758,767 | 258,823 | 0.00 | 0.00 | 5,191 | 2.05 | 06-30-2023 |