Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CASTLE ROCK WEALTH MANAGEMENT LLC | COM | 601 | $1,206,663 | 11,347 | 0.00 | 0.00 | 5 | 0.04 | 03-31-2024 |
PINNACLE ASSOCIATES LTD | COM | 602 | $1,404,293 | 11,335 | 0.00 | 0.00 | -284 | -2.44 | 03-31-2024 |
GREENLEAF TRUST | COM | 603 | $1,399,214 | 11,294 | 0.00 | 0.00 | -10 | -0.09 | 03-31-2024 |
FIDUCIARY TRUST CO | COM | 604 | $940,000 | 11,237 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2022 |