Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EADS & HEALD WEALTH MANAGEMENT | COM | 551 | $868,000 | 5,291 | 0.40 | 0.45 | -767 | -12.66 | 03-31-2024 |
BTC CAPITAL MANAGEMENT INC | ORD | 552 | $698,924 | 5,244 | 0.00 | 0.00 | 235 | 4.69 | 09-30-2023 |
TWIN CITY PRIVATE WEALTH LLC | ORD | 553 | $858,593 | 5,235 | 0.00 | 5,235 | +Inf | 03-31-2024 | |
NEWEDGE ADVISORS LLC | Common Stock | 554 | $856,273 | 5,221 | 0.00 | 0.00 | 4,469 | 594.28 | 03-31-2024 |