Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CITY HOLDING CO | COMMON STOCK | 1501 | $1,439,932 | 14,998 | 0.00 | 0.00 | 1,868 | 14.23 | 12-31-2023 |
REILLY FINANCIAL ADVISORS LLC | COM | 1502 | $1,750,000 | 14,965 | 0.13 | 0.14 | 40 | 0.27 | 12-31-2021 |
MERIDIAN WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,156 | 26.80 | 03-31-2024 |
FUND MANAGEMENT AT ENGINE NO 1 LLC | COM | 1504 | $1,478,570 | 14,926 | 0.00 | 0.00 | 2,288 | 18.10 | 06-30-2023 |