Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARCHER INVESTMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 19,076 | +Inf | 03-31-2024 | |
MITCHELL MCLEOD PUGH & WILLIAMS INC | COM | 1652 | $1,032,665 | 19,042 | 0.00 | 0.00 | 60 | 0.32 | 03-31-2024 |
CARROLL FINANCIAL ASSOCIATES INC | Stock | 1653 | $1,181,000 | 18,971 | 0.06 | 0.06 | 2,143 | 12.73 | 12-31-2021 |
ADALTA CAPITAL MANAGEMENT LLC | COM | 1654 | $971,144 | 18,927 | 0.00 | 0.76 | -165 | -0.86 | 12-31-2023 |