Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIELD & MAIN BANK | COMMON STOCK - LARGE CAP | 2251 | $365,759 | 4,440 | 0.00 | 0.00 | -1,905 | -30.02 | 12-31-2023 |
MERIDIAN WEALTH ADVISORS LLC | SHS | 2252 | $385,988 | 4,429 | 0.00 | 0.00 | 60 | 1.37 | 03-31-2024 |
TRUVESTMENTS CAPITAL LLC | SHS | 2253 | $346,729 | 4,425 | 0.00 | 0.00 | -38 | -0.85 | 09-30-2023 |
AZIMUTH CAPITAL MANAGEMENT LLC | COM | 2254 | $490,000 | 4,415 | 0.02 | 0.02 | 172 | 4.05 | 03-31-2022 |