Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC | Stock | 1651 | $11,000 | 9 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
STONEBRIDGE CAPITAL ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ARLINGTON PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
CLEARSTEAD ADVISORS LLC | COM | 1654 | $14,144 | 9 | 0.00 | 0.00 | 1 | 12.50 | 12-31-2023 |