Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVERVIEW TRUST CO | Com | Liquidated | $38,433 | 197 | 0.00 | 0.00 | 197 | +Inf | 03-31-2024 |
BLUE TRUST INC | COM | 652 | $37,262 | 191 | 0.00 | 0.00 | -7 | -3.54 | 03-31-2024 |
ADVISORY SERVICES NETWORK LLC | Stock | Liquidated | $0 | 0 | 0.00 | 187 | +Inf | 03-31-2024 | |
NORTH STAR INVESTMENT MANAGEMENT CORP | COM | 654 | $35,116 | 180 | 0.00 | 180 | +Inf | 03-31-2024 |