Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUNTINGTON NATIONAL BANK | COMMON STOCK | 801 | $552,549 | 2,344 | 0.00 | 0.00 | 175 | 8.07 | 03-31-2024 |
WALDRON PRIVATE WEALTH LLC | COM | Liquidated | $0 | 0 | 0.03 | 0.03 | 8 | 0.34 | 03-31-2024 |
WATCHMAN GROUP INC | COM | 803 | $549,251 | 2,330 | 0.00 | 0.00 | -1,525 | -39.56 | 03-31-2024 |
KATHMERE CAPITAL MANAGEMENT LLC | COM | 804 | $548,072 | 2,325 | 0.00 | 0.00 | 555 | 31.36 | 03-31-2024 |