Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNITED BANK | COMMON STOCK | 2301 | $270,104 | 2,871 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DIVIDEND ASSETS CAPITAL LLC | Common Stock | 2302 | $270,000 | 2,866 | 0.05 | 0.06 | 0 | 0.00 | 12-31-2023 |
APRIO WEALTH MANAGEMENT LLC | COM | 2303 | $261,873 | 2,858 | 0.00 | 0.00 | 376 | 15.15 | 03-31-2024 |
LOCKERMAN FINANCIAL GROUP INC | COM | 2304 | $268,317 | 2,852 | 0.00 | 0.00 | -163 | -5.41 | 12-31-2023 |