Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIFTH THIRD WEALTH ADVISORS LLC | COM | 1951 | $2,133,689 | 13,534 | 0.00 | 0.00 | 3,094 | 29.64 | 12-31-2023 |
MEMBERS TRUST CO | COM | 1952 | $814,100 | 13,530 | 0.00 | 0.00 | 8,627 | 175.95 | 03-31-2024 |
SUMMIT FINANCIAL GROUP INC | COM | 1953 | $812,836 | 13,509 | 0.00 | 0.00 | 8,891 | 192.53 | 03-31-2024 |
APEIRON RIA LLC | COM | 1954 | $811,437 | 13,486 | 0.00 | 0.00 | 9,039 | 203.26 | 03-31-2024 |