Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MITCHELL MCLEOD PUGH & WILLIAMS INC | COM | 551 | $348,260 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CHICAGO TRUST CO NA | COM | 552 | $348,260 | 1,000 | 0.00 | 0.00 | -72 | -6.72 | 03-31-2024 |
SEA OTTER ADVISORS LLC | CALL | 553 | $264,360 | 1,000 | 0.00 | 1,000 | +Inf | 09-30-2023 | |
PFG INVESTMENTS LLC | COM | 554 | $345,126 | 991 | 0.00 | 0.00 | 114 | 13.00 | 03-31-2024 |