Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVERVIEW TRUST CO | Com | Liquidated | $19,329 | 554 | 0.00 | 0.00 | 554 | +Inf | 03-31-2024 |
VENTURI WEALTH MANAGEMENT LLC | COM | 952 | $19,225 | 551 | 0.00 | 0.00 | 480 | 676.06 | 03-31-2024 |
GHP INVESTMENT ADVISORS INC | COM | 953 | $21,649 | 543 | 0.00 | 0.00 | 6 | 1.12 | 03-31-2023 |
JNBA FINANCIAL ADVISORS | COM | 954 | $19,913 | 524 | 0.00 | 0.00 | 94 | 21.86 | 09-30-2023 |