Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARTHER FINANCE ADVISORS LLC | Stock | 2151 | $897,380 | 8,231 | 0.00 | 8,231 | +Inf | 06-30-2023 | |
ELDRIDGE INVESTMENT ADVISORS INC | COM | 2152 | $934,000 | 8,216 | 0.24 | 0.24 | 38 | 0.46 | 03-31-2024 |
EAGLE BAY ADVISORS LLC | Equities | Liquidated | $0 | 0 | 0.00 | 0.00 | -51 | -0.62 | 03-31-2024 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | COM | 2154 | $932,412 | 8,204 | 0.00 | 0.00 | -212 | -2.52 | 03-31-2024 |