Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NOVAPOINT CAPITAL LLC | COM | 2251 | $673,865 | 1,839 | 0.00 | 0.00 | -29 | -1.55 | 03-31-2024 |
FIRETHORN WEALTH PARTNERS LLC | COM | 2252 | $673,007 | 1,837 | 0.00 | 0.00 | 12 | 0.66 | 03-31-2024 |
EVERMAY WEALTH MANAGEMENT LLC | COM | 2253 | $451,109 | 1,833 | 0.00 | 0.00 | -71 | -3.73 | 06-30-2023 |
UNION SAVINGS BANK | COMMON STOCK | 2254 | $670,170 | 1,829 | 0.00 | 0.00 | 21 | 1.16 | 03-31-2024 |