Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BAKER BOYER NATIONAL BANK | COMMON STOCK | 1751 | $633,384 | 3,282 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PINNACLE ADVISORY GROUP INC | COM | 1752 | $836,000 | 3,281 | 0.04 | 3,281 | +Inf | 03-31-2021 | |
INTRINSIC VALUE PARTNERS LLC | COM | 1753 | $633,007 | 3,280 | 0.00 | 0.00 | -27 | -0.82 | 03-31-2024 |
VENTURI WEALTH MANAGEMENT LLC | COM | 1754 | $632,598 | 3,278 | 0.00 | 0.00 | 449 | 15.87 | 03-31-2024 |