Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VENTURI WEALTH MANAGEMENT LLC | COM | 1601 | $16,990 | 49 | 0.00 | 0.00 | -2,231 | -97.85 | 03-31-2024 |
FIRST FINANCIAL CORP /IN/ | COMMON STOCK | 1602 | $16,295 | 47 | 0.00 | 0.00 | -296 | -86.30 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 1603 | $15,134 | 44 | 0.00 | 0.00 | 7 | 18.92 | 03-31-2024 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | COM | 1604 | $14,909 | 43 | 0.00 | 43 | +Inf | 03-31-2024 |