Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PORTSIDE WEALTH GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 16,038 | +Inf | 12-31-2023 | |
WESBANCO BANK INC | COMMON STOCK | 252 | $2,569,632 | 15,600 | 0.00 | 15,600 | +Inf | 03-31-2024 | |
US BANCORP \DE\ | COM | 253 | $2,097,439 | 15,385 | 0.00 | 0.00 | 5,589 | 57.05 | 12-31-2023 |
KINGSVIEW WEALTH MANAGEMENT LLC | COM | 254 | $2,078,078 | 15,243 | 0.00 | 0.00 | 6,958 | 83.98 | 12-31-2023 |