Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COMMONWEALTH FINANCIAL SERVICES LLC | COM | 1 | $1,239,169 | 97,266 | 0.00 | 0.00 | 1,036 | 1.08 | 03-31-2024 |
VANGUARD GROUP INC | COM | 2 | $1,004,117 | 69,393 | 0.00 | 0.00 | 19 | 0.03 | 03-31-2024 |
GEODE CAPITAL MANAGEMENT LLC | COM | 3 | $718,076 | 49,611 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WESBANCO BANK INC | COMMON STOCK | 4 | $681,291 | 47,083 | 0.00 | 0.01 | 17,430 | 58.78 | 03-31-2024 |