Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CARMICHAEL HILL & ASSOCIATES INC | CALL | 3051 | $242,932 | 400 | 0.00 | 0.00 | -200 | -33.33 | 03-31-2024 |
SIGHTLINE WEALTH ADVISORS LLC | COM | 3052 | $241,111 | 397 | 0.00 | 397 | +Inf | 03-31-2024 | |
OXINAS PARTNERS WEALTH MANAGEMENT LLC | COM | 3053 | $240,503 | 396 | 0.00 | 0.00 | -530 | -57.24 | 03-31-2024 |
FIRST FINANCIAL BANK - TRUST DIVISION | COMMON STOCK | 3054 | $238,680 | 393 | 0.00 | 393 | +Inf | 03-31-2024 |