Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STERLING INVESTMENT COUNSEL LLC | COM | 701 | $371,465 | 3,515 | 0.00 | 0.00 | 215 | 6.52 | 03-31-2024 |
WETHERBY ASSET MANAGEMENT INC | COM | 702 | $337,485 | 3,466 | 0.00 | 0.00 | 496 | 16.70 | 06-30-2023 |
WEALTHSPIRE ADVISORS LLC | COM | 703 | $365,928 | 3,463 | 0.00 | 0.00 | -420 | -10.82 | 03-31-2024 |
TWIN CAPITAL MANAGEMENT INC | COM | 704 | $349,713 | 3,456 | 0.00 | 0.00 | -253 | -6.82 | 12-31-2023 |