Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOODY LYNN & LIEBERSON LLC | COM | 1801 | $362,428 | 8,108 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COOPER FINANCIAL GROUP | COM NEW | 1802 | $362,118 | 8,101 | 0.00 | 0.00 | 255 | 3.25 | 03-31-2024 |
CITY HOLDING CO | COMMON STOCK | 1803 | $350,253 | 8,095 | 0.00 | 0.00 | -1,381 | -14.57 | 12-31-2023 |
BURT WEALTH ADVISORS | COM NEW | 1804 | $361,176 | 8,080 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |