Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUMMIT FINANCIAL LLC | Common Stock | 2551 | $482,976 | 2,853 | 0.00 | 0.00 | -760 | -21.04 | 03-31-2024 |
TRANSFORM WEALTH LLC | COM | 2552 | $412,196 | 2,850 | 0.00 | 0.00 | -37 | -1.28 | 12-31-2023 |
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | COM | 2553 | $314,633 | 2,833 | 0.00 | 2,833 | +Inf | 09-30-2023 | |
FIRST NATIONAL CORP /MA/ /ADV | COM | 2554 | $409,719 | 2,833 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |