Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOLONEY SECURITIES ASSET MANAGEMENT LLC | COM | 1451 | $3,220,357 | 6,382 | 0.00 | 0.00 | 920 | 16.84 | 03-31-2024 |
BALLENTINE PARTNERS LLC | COM | 1452 | $3,248,574 | 6,371 | 0.00 | 0.00 | 899 | 16.43 | 09-30-2023 |
CHAPMAN INVESTMENT MANAGEMENT LLC | COM | 1453 | $3,206,733 | 6,355 | 0.00 | 0.00 | -125 | -1.93 | 03-31-2024 |
WESBANCO BANK INC | COMMON STOCK | 1454 | $3,201,686 | 6,345 | 0.00 | 0.12 | 268 | 4.41 | 03-31-2024 |