Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BEL AIR INVESTMENT ADVISORS LLC | COM | 1501 | $961,000 | 1,098 | 0.03 | 0.04 | -719 | -39.57 | 06-30-2021 |
WOODMONT INVESTMENT COUNSEL LLC | COM | 1502 | $914,569 | 1,097 | 0.00 | 0.00 | -9 | -0.81 | 03-31-2024 |
UNITED BANK | COM | 1503 | $889,733 | 1,096 | 0.00 | 0.00 | -21 | -1.88 | 12-31-2023 |
BAR HARBOR WEALTH MANAGEMENT | COM | 1504 | $885,674 | 1,091 | 0.00 | 0.00 | 92 | 9.21 | 12-31-2023 |