Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARMERS NATIONAL BANK | Equities | 3051 | $1,637,390 | 8,927 | 0.00 | 8,927 | +Inf | 06-30-2024 | |
CORRECT CAPITAL WEALTH MANAGEMENT | Stock | 3052 | $1,635,772 | 8,918 | 0.00 | 0.00 | 2,625 | 41.71 | 06-30-2024 |
BBVA USA BANCSHARES INC | CAP STK CL C | 3053 | $18,439,000 | 8,914 | 0.88 | 8,914 | +Inf | 03-31-2021 | |
DUNHILL FINANCIAL LLC | CAP STK CL C | 3054 | $1,634,900 | 8,913 | 0.00 | 0.00 | 1,737 | 24.21 | 06-30-2024 |