Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SILVIA MCCOLL WEALTH MANAGEMENT LLC | COM | 1851 | $430,652 | 3,775 | 0.00 | 0.00 | 200 | 5.59 | 03-31-2024 |
DAY & ENNIS LLC | COM | 1852 | $366,979 | 3,770 | 0.00 | 0.00 | 6 | 0.16 | 12-31-2023 |
DECHTMAN WEALTH MANAGEMENT LLC | COM | 1853 | $365,000 | 3,757 | 0.10 | 0.11 | 8 | 0.21 | 12-31-2023 |
NORWOOD FINANCIAL CORP | COMMON STOCK | 1854 | $425,884 | 3,755 | 0.00 | 0.00 | -60 | -1.57 | 03-31-2024 |