Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CENTRAL TRUST CO | COM | 701 | $2,984,888 | 33,147 | 0.00 | 0.00 | -2,134 | -6.05 | 03-31-2024 |
MANDATUM LIFE INSURANCE CO LTD | COM | 702 | $2,590,575 | 32,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GREENLEAF TRUST | COM | 703 | $2,919,961 | 32,426 | 0.00 | 0.00 | 72 | 0.22 | 03-31-2024 |
PERIGON WEALTH MANAGEMENT LLC | COM | 704 | $2,912,453 | 32,343 | 0.00 | 0.00 | -6,489 | -16.71 | 03-31-2024 |