Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FEDERATED HERMES INC | SHS | 801 | $5,345 | 174 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COPELAND CAPITAL MANAGEMENT LLC | COM | 802 | $5,253 | 171 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PACIFIC CAPITAL WEALTH ADVISORS INC | SHS | 803 | $5,130 | 167 | 0.00 | 167 | +Inf | 03-31-2024 | |
JONES FINANCIAL COMPANIES LLLP | FOREIGN | 804 | $5,007 | 163 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |