Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEVEL FINANCIAL ADVISORS INC | COM STK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KEY FINANCIAL INC | COM STK | 2852 | $20,348 | 391 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CITY HOLDING CO | COMMON STOCK | 2853 | $19,879 | 382 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
STEPH & CO | COM STK | 2854 | $20,937 | 382 | 0.00 | 382 | +Inf | 03-31-2024 |