Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH ALLIANCE | COM | 1401 | $1,425,207 | 8,181 | 0.00 | 0.00 | -723 | -8.12 | 03-31-2024 |
GRATUS CAPITAL LLC | COM | 1402 | $1,424,888 | 8,179 | 0.00 | 0.00 | -51 | -0.62 | 03-31-2024 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | COM | 1403 | $1,421,554 | 8,160 | 0.00 | 0.00 | -21 | -0.26 | 03-31-2024 |
CONFLUENCE WEALTH SERVICES INC | COM | 1404 | $1,421,454 | 8,159 | 0.00 | 0.00 | 1,327 | 19.42 | 03-31-2024 |