Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE CAPITAL GROUP LLC | Common Stock | 801 | $33,000 | 269 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2021 |
TRUST CO OF VERMONT | Com | 802 | $36,540 | 260 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 803 | $35,839 | 255 | 0.00 | 0.00 | 114 | 80.85 | 03-31-2024 |
ITAU UNIBANCO HOLDING SA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 57 | 29.53 | 12-31-2023 |