Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST FINANCIAL BANK - TRUST DIVISION | COMMON STOCK | 1251 | $267,211 | 5,582 | 0.00 | 0.00 | -489 | -8.05 | 03-31-2024 |
REDW WEALTH LLC | COM NEW | 1252 | $266,446 | 5,566 | 0.00 | 0.00 | -1,027 | -15.58 | 03-31-2024 |
VIRTUE CAPITAL MANAGEMENT LLC | COM | 1253 | $257,493 | 5,565 | 0.00 | 0.00 | -574 | -9.35 | 03-31-2024 |
ICA GROUP WEALTH MANAGEMENT LLC | Common Stock | 1254 | $265,679 | 5,550 | 0.00 | 5,550 | +Inf | 03-31-2024 |