Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 701 | $2,144,634 | 13,271 | 0.00 | 0.00 | -1,543 | -10.42 | 03-31-2024 |
RIVER WEALTH ADVISORS LLC | COM | 702 | $2,141,128 | 13,250 | 0.00 | 0.00 | -934 | -6.58 | 03-31-2024 |
WEBSTER BANK N A | COM | 703 | $2,137,160 | 13,225 | 0.00 | 0.00 | 94 | 0.72 | 03-31-2024 |
SIMPLICITY SOLUTIONS LLC | COM | 704 | $2,035,028 | 13,142 | 0.00 | 0.00 | 286 | 2.22 | 12-31-2023 |