Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PALUMBO WEALTH MANAGEMENT LLC | COM | 551 | $6,914,073 | 32,438 | 0.00 | 0.00 | -406 | -1.24 | 03-31-2024 |
WOODTRUST FINANCIAL CORP | COMMON STOCK | 552 | $6,909,000 | 32,413 | 1.09 | 32,413 | +Inf | 03-31-2024 | |
CIC WEALTH LLC | COM | 553 | $6,895,967 | 32,353 | 0.00 | 0.00 | -1,157 | -3.45 | 03-31-2024 |
GLENMEDE TRUST CO NA | COM | 554 | $6,848,509 | 32,130 | 0.00 | 0.00 | -513 | -1.57 | 03-31-2024 |