Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESBANCO BANK INC | COMMON STOCK | 1801 | $1,090,426 | 6,203 | 0.00 | 0.10 | -3,125 | -33.50 | 03-31-2024 |
SILVER OAK SECURITIES INC | COM | 1802 | $1,089,198 | 6,196 | 0.00 | 0.00 | 490 | 8.59 | 03-31-2024 |
SYNERGY FINANCIAL GROUP LTD | COM | 1803 | $1,086,558 | 6,181 | 0.00 | 0.00 | -251 | -3.90 | 03-31-2024 |
FIRST MERCANTILE TRUST CO | COM | 1804 | $4,789,000 | 6,175 | 0.63 | 0.48 | 240 | 4.04 | 09-30-2021 |