Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ASSET DEDICATION LLC | Equities | 1901 | $67,000 | 531 | 0.01 | 0.01 | -10 | -1.85 | 03-31-2024 |
SILVANT CAPITAL MANAGEMENT LLC | COM | 1902 | $67,500 | 528 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KISTLER-TIFFANY COMPANIES LLC | COM | 1903 | $60,158 | 525 | 0.00 | 525 | +Inf | 03-31-2023 | |
HILLTOP NATIONAL BANK | COM | 1904 | $65,838 | 515 | 0.00 | 515 | +Inf | 03-31-2024 |