Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SECURITY NATIONAL BANK | COM | 1551 | $36,080 | 249 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEXT FINANCIAL GROUP INC | COM | 1552 | $42,000 | 247 | 0.00 | 0.00 | -18 | -6.79 | 06-30-2021 |
QUENT CAPITAL LLC | Stock | 1553 | $35,168 | 243 | 0.00 | 0.00 | 6 | 2.53 | 03-31-2024 |
LOGAN CAPITAL MANAGEMENT INC | COM | 1554 | $34,921 | 241 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |