Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PLANTE MORAN FINANCIAL ADVISORS LLC | Stock | 901 | $75,091 | 240 | 0.00 | 0.00 | -21 | -8.05 | 03-31-2024 |
SANDY SPRING BANK | COM | 902 | $71,963 | 230 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MASSMUTUAL TRUST CO FSB/ADV | Common / Ordinary Stock | 903 | $70,711 | 226 | 0.00 | 0.00 | -383 | -62.89 | 03-31-2024 |
RAKUTEN SECURITIES INC | COM | 904 | $65,392 | 209 | 0.00 | 209 | +Inf | 03-31-2024 |