Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RESONANT CAPITAL ADVISORS LLC | COM | 1501 | $355,531 | 2,587 | 0.00 | 0.00 | 102 | 4.10 | 03-31-2024 |
WESBANCO BANK INC | COMMON STOCK | 1502 | $354,021 | 2,576 | 0.00 | 0.01 | 344 | 15.41 | 03-31-2024 |
LEDYARD NATIONAL BANK | Com | 1503 | $328,396 | 2,557 | 0.00 | 2,557 | +Inf | 12-31-2023 | |
COVENANT PARTNERS LLC | COM | 1504 | $351,409 | 2,557 | 0.00 | 0.00 | -218 | -7.86 | 03-31-2024 |