Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CITY HOLDING CO | COMMON STOCK | 2001 | $15,231 | 95 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FORTITUDE FAMILY OFFICE LLC | Stock | 2002 | $15,016 | 92 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HERITAGE WEALTH ADVISORS | COM | Liquidated | $0 | 0 | 0.00 | 91 | +Inf | 03-31-2024 | |
BRUCE G ALLEN INVESTMENTS LLC | Stock | 2004 | $14,527 | 89 | 0.00 | 89 | +Inf | 03-31-2024 |