Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VERABANK NA | Common Stock | 1201 | $227,290 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NTV ASSET MANAGEMENT LLC | COM | 1202 | $227,290 | 1,000 | 0.00 | 1,000 | +Inf | 12-31-2023 | |
ABLE FINANCIAL GROUP LLC | COM NEW | 1203 | $227,290 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RIDGECREST WEALTH PARTNERS LLC | COM NEW | 1204 | $218,460 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |