Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUMMIT FINANCIAL LLC | Common Stock | 1451 | $291,154 | 6,420 | 0.00 | 0.00 | 31 | 0.49 | 03-31-2024 |
FIDELIS CAPITAL PARTNERS LLC | COM | 1452 | $230,356 | 6,413 | 0.00 | 0.00 | 109 | 1.73 | 12-31-2023 |
JTC EMPLOYER SOLUTIONS TRUSTEE LTD | COM | 1453 | $286,000 | 6,413 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |
VANTAGE FINANCIAL PARTNERS LTD INC | Equities | 1454 | $288,789 | 6,368 | 0.00 | 0.00 | -3,100 | -32.74 | 03-31-2024 |