Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PARK NATIONAL CORP /OH/ | Com | 751 | $2,388,137 | 8,900 | 0.00 | 0.00 | -544 | -5.76 | 03-31-2024 |
NORTHROCK PARTNERS LLC | COM | 752 | $2,330,265 | 8,896 | 0.00 | 0.00 | -427 | -4.58 | 12-31-2023 |
LAFLEUR & GODFREY LLC | COM | 753 | $2,374,453 | 8,849 | 0.00 | 0.00 | -1,946 | -18.03 | 03-31-2024 |
KINGSVIEW WEALTH MANAGEMENT LLC | COM | 754 | $2,370,936 | 8,836 | 0.00 | 0.00 | 190 | 2.20 | 03-31-2024 |