Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LONGVIEW WEALTH MANAGEMENT | COM | 3151 | $315,448 | 238 | 0.00 | 0.00 | -102 | -30.00 | 03-31-2024 |
SC&H FINANCIAL ADVISORS INC | COM | 3152 | $314,786 | 238 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COASTAL BRIDGE ADVISORS LLC | COM | 3153 | $265,668 | 238 | 0.00 | 238 | +Inf | 12-31-2023 | |
EXCHANGE BANK | COMMON STOCK | 3154 | $314,122 | 237 | 0.00 | 0.00 | 10 | 4.41 | 03-31-2024 |