Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MERIDIAN WEALTH ADVISORS LLC | COM | 501 | $6,024,591 | 29,899 | 0.00 | 0.00 | 878 | 3.03 | 03-31-2024 |
HUNTINGTON NATIONAL BANK | COMMON STOCK | 502 | $5,993,231 | 29,743 | 0.00 | 0.00 | -9,197 | -23.62 | 03-31-2024 |
ARGI INVESTMENT SERVICES LLC | COM | 503 | $2,945,000 | 29,651 | 0.10 | 0.08 | 586 | 2.02 | 09-30-2022 |
EISLER CAPITAL (US) LLC | COM | 504 | $5,944,250 | 29,500 | 0.00 | 29,500 | +Inf | 03-31-2024 |