Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST BANCSHARES INC | COM | 3151 | $253,606 | 2,019 | 0.00 | 0.00 | -45 | -2.18 | 03-31-2024 |
WORTHPOINTE LLC | COM | 3152 | $213,747 | 2,018 | 0.00 | 0.00 | 333 | 19.76 | 09-30-2023 |
FIRST UNITED BANK & TRUST | COMMON STOCK | 3153 | $213,109 | 2,012 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 3154 | $211,493 | 2,006 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |