Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NBC SECURITIES INC | Stock | 1351 | $195,000 | 1,348 | 0.02 | 0.02 | -17 | -1.25 | 03-31-2024 |
MITCHELL SINKLER & STARR/PA | COM | 1352 | $200,995 | 1,344 | 0.00 | 1,344 | +Inf | 12-31-2023 | |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 1353 | $228,000 | 1,343 | 0.12 | 0.08 | 140 | 11.64 | 06-30-2021 |
JAMISON PRIVATE WEALTH MANAGEMENT INC | COM | 1354 | $193,935 | 1,338 | 0.00 | 0.00 | 5 | 0.38 | 03-31-2024 |