Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PINNACLE HOLDINGS LLC | COM | 1 | $161,691 | 102,988 | 0.00 | 0.00 | -15,000 | -12.71 | 03-31-2024 |
CLADIS INVESTMENT ADVISORY LLC | COM ASSN | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MILESTONE WEALTH LLC | COMMON STOCK | 3 | $9,000 | 20,116 | 0.01 | 0.02 | -15,116 | -42.90 | 06-30-2022 |
WESBANCO BANK INC | COMMON STOCK | 4 | $31,419 | 20,012 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |