Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GRIMES & COMPANY INC | COM | 851 | $476,273 | 5,245 | 0.00 | 0.00 | 12 | 0.23 | 03-31-2024 |
YORKBRIDGE WEALTH PARTNERS LLC | Stock | 852 | $498,757 | 5,233 | 0.00 | 0.10 | -250 | -4.56 | 12-31-2022 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | COM | 853 | $474,591 | 5,217 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RMR WEALTH BUILDERS | COM | 854 | $472,336 | 5,201 | 0.00 | 0.00 | 61 | 1.19 | 03-31-2024 |