Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FORT PITT CAPITAL GROUP LLC | CL A | 4751 | $472,469 | 973 | 0.00 | 0.00 | -983 | -50.26 | 03-31-2024 |
HILLTOP PARTNERS LLC | CL A | 4752 | $344,057 | 972 | 0.00 | 972 | +Inf | 12-31-2023 | |
STONEBRIDGE FINANCIAL PLANNING GROUP LLC | CL A | 4753 | $471,134 | 970 | 0.00 | 1.15 | -8,259 | -89.49 | 03-31-2024 |
EXCHANGE BANK | COMMON STOCK | 4754 | $470,043 | 968 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |