Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JOEL ISAACSON & CO LLC | COM | 1101 | $862,121 | 11,472 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
SUMMIT FINANCIAL GROUP INC | COM | 1102 | $1,031,612 | 11,456 | 0.00 | 0.00 | -515 | -4.30 | 03-31-2024 |
VALEO FINANCIAL ADVISORS LLC | Stock | 1103 | $1,028,918 | 11,426 | 0.00 | 0.00 | 552 | 5.08 | 03-31-2024 |
PEREGRINE ASSET ADVISERS INC | COM | 1104 | $910,368 | 11,421 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |