Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRECISION WEALTH STRATEGIES LLC | COM | 1751 | $455,165 | 5,912 | 0.00 | 5,912 | +Inf | 03-31-2024 | |
MITCHELL MCLEOD PUGH & WILLIAMS INC | COM | 1752 | $451,623 | 5,866 | 0.00 | 0.00 | -619 | -9.55 | 03-31-2024 |
RB CAPITAL MANAGEMENT LLC | COM | 1753 | $449,622 | 5,840 | 0.00 | 5,840 | +Inf | 03-31-2024 | |
MONETA GROUP INVESTMENT ADVISORS LLC | COM | 1754 | $359,015 | 5,831 | 0.00 | 0.00 | 4 | 0.07 | 12-31-2023 |