Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CATALYST FINANCIAL PARTNERS LLC | COM | 1601 | $344,239 | 730 | 0.00 | 0.00 | 68 | 10.27 | 12-31-2023 |
EAST COAST ASSET MANAGEMENT LLC | COM | 1602 | $344,239 | 730 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CITY HOLDING CO | COMMON STOCK | 1603 | $343,759 | 729 | 0.00 | 0.00 | -625 | -46.16 | 12-31-2023 |
ALLIANCE WEALTH ADVISORS LLC | COM | 1604 | $378,016 | 729 | 0.00 | 0.00 | -16 | -2.15 | 03-31-2024 |