Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GROVE BANK & TRUST | COM | 651 | $493,926 | 2,874 | 0.00 | 0.00 | -60 | -2.04 | 03-31-2024 |
BLEAKLEY FINANCIAL GROUP LLC | COM | 652 | $492,494 | 2,866 | 0.00 | 0.00 | 79 | 2.83 | 03-31-2024 |
SIMPLICITY WEALTHLLC | COM | 653 | $490,603 | 2,855 | 0.00 | 2,855 | +Inf | 03-31-2024 | |
NEUMANN CAPITAL MANAGEMENT LLC | COM | 654 | $489,801 | 2,850 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |