Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NEWMAN DIGNAN & SHEERAR INC | COM | 2051 | $1,200,972 | 32,742 | 0.00 | 0.00 | -82 | -0.25 | 06-30-2023 |
CLEARSTEAD TRUST LLC | COM | 2052 | $941,905 | 32,716 | 0.00 | 0.00 | -2,975 | -8.34 | 12-31-2023 |
TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT LLC | COM | 2053 | $939,085 | 32,618 | 0.00 | 0.00 | 589 | 1.84 | 12-31-2023 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | COM | 2054 | $904,770 | 32,604 | 0.00 | 0.00 | -657 | -1.98 | 03-31-2024 |