Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DA DAVIDSON & CO | COM | 551 | $1,633,373 | 6,929 | 0.00 | 0.00 | -343 | -4.72 | 03-31-2024 |
WESBANCO BANK INC | COMMON STOCK | 552 | $1,590,470 | 6,747 | 0.00 | 0.04 | 3,000 | 80.06 | 03-31-2024 |
ADVISOR OS LLC | COM | 553 | $1,255,236 | 6,542 | 0.00 | 0.46 | -3,263 | -33.28 | 03-31-2023 |
KESTRA ADVISORY SERVICES LLC | COM | 554 | $1,532,729 | 6,502 | 0.00 | 0.00 | 319 | 5.16 | 03-31-2024 |