Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BANK OF NEW HAMPSHIRE | COM | 1201 | $852,413 | 9,466 | 0.00 | 0.00 | -1,019 | -9.72 | 03-31-2024 |
IHT WEALTH MANAGEMENT LLC | COM | 1202 | $754,368 | 9,464 | 0.00 | 0.00 | 1,257 | 15.32 | 12-31-2023 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | COM | 1203 | $851,603 | 9,457 | 0.00 | 0.00 | -75 | -0.79 | 03-31-2024 |
CAPITAL ADVISORS INC/OK | COM | 1204 | $851,153 | 9,452 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |