Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GREENLEAF TRUST | COM | 851 | $1,137,251 | 9,261 | 0.00 | 0.00 | 2,677 | 40.66 | 03-31-2024 |
EVERCORE WEALTH MANAGEMENT LLC | COM | 852 | $1,134,550 | 9,239 | 0.00 | 0.00 | -747 | -7.48 | 03-31-2024 |
HILLS BANK & TRUST CO | COM | 853 | $1,127,058 | 9,178 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HILLTOP NATIONAL BANK | COM | 854 | $1,119,936 | 9,120 | 0.00 | 9,120 | +Inf | 03-31-2024 |