Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUNTINGTON NATIONAL BANK | COMMON STOCK | 801 | $292,029 | 2,274 | 0.00 | 0.00 | -1,204 | -34.62 | 03-31-2024 |
SUTTON WEALTH ADVISORS INC | Stock | 802 | $227,976 | 2,270 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
SAMALIN INVESTMENT COUNSEL LLC | COM | 803 | $290,753 | 2,264 | 0.00 | 0.00 | -322 | -12.45 | 03-31-2024 |
TRUST ASSET MANAGEMENT LLC | COM | 804 | $290,358 | 2,261 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |