Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
UNITED BANK | COMMON STOCK | 951 | $437,711 | 3,350 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SYON CAPITAL LLC | Stock | 952 | $436,715 | 3,342 | 0.00 | 0.00 | 96 | 2.96 | 12-31-2023 |
WOODMONT INVESTMENT COUNSEL LLC | COM | 953 | $462,814 | 3,338 | 0.00 | 0.00 | -5 | -0.15 | 03-31-2024 |
LINDBROOK CAPITAL LLC | Stock | 954 | $454,079 | 3,275 | 0.00 | 0.00 | -76 | -2.27 | 03-31-2024 |