Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CROSSVAULT CAPITAL MANAGEMENT LLC | COM | 1451 | $434,000 | 1,960 | 0.17 | 0.15 | 0 | 0.00 | 06-30-2022 |
TRINITYPOINT WEALTH LLC | COM | 1452 | $507,765 | 1,955 | 0.00 | 0.00 | 7 | 0.36 | 12-31-2023 |
GRAYPOINT LLC | Stock | 1453 | $504,879 | 1,944 | 0.00 | 0.00 | -354 | -15.40 | 12-31-2023 |
VERITY ASSET MANAGEMENT INC | COM | 1454 | $503,211 | 1,938 | 0.00 | 0.00 | 394 | 25.52 | 12-31-2023 |