Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE TRUST CO NA | Com | 851 | $5,654 | 25 | 0.00 | 0.00 | -23 | -47.92 | 03-31-2024 |
GW&K INVESTMENT MANAGEMENT LLC | COMMON | 852 | $6,000 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LGT FINANCIAL ADVISORS LLC | COM | 853 | $5,654 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 854 | $5,655 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |