Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUNTINGTON NATIONAL BANK | COMMON STOCK | 351 | $109,087 | 2,938 | 0.00 | 0.00 | 66 | 2.30 | 03-31-2024 |
BOKF NA | COM | 352 | $103,880 | 2,800 | 0.00 | 0.00 | 2,486 | 791.72 | 03-31-2024 |
SUNBELT SECURITIES INC | Stock | 353 | $88,295 | 2,378 | 0.00 | 2,378 | +Inf | 03-31-2024 | |
HERITAGE WEALTH ADVISORS | COM | 354 | $85,807 | 2,311 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |