Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 701 | $53,828 | 2,154 | 0.00 | 0.00 | 1,009 | 88.12 | 03-31-2024 |
JANICZEK WEALTH MANAGEMENT LLC | COM | 702 | $52,180 | 2,088 | 0.00 | 0.00 | 794 | 61.36 | 03-31-2024 |
ING GROEP NV | COM | 703 | $39,371 | 2,082 | 0.00 | 0.00 | -48 | -2.25 | 06-30-2023 |
INDIANA TRUST & INVESTMENT MANAGEMENT CO | Com | 704 | $51,929 | 2,078 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |