Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIDUCIARY TRUST CO | SHS | 751 | $2,002,000 | 15,011 | 0.04 | 0.04 | 379 | 2.59 | 09-30-2022 |
BUCKINGHAM STRATEGIC WEALTH LLC | SHS | 752 | $4,688,637 | 14,995 | 0.00 | 0.00 | 10,343 | 222.33 | 03-31-2024 |
CORNERSTONE WEALTH GROUP LLC | SHS | 753 | $4,688,167 | 14,993 | 0.00 | 0.00 | -8,056 | -34.95 | 03-31-2024 |
TRUST CO OF TOLEDO NA /OH/ | Com | 754 | $4,686,448 | 14,988 | 0.00 | 0.00 | 296 | 2.01 | 03-31-2024 |