Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
IAG WEALTH PARTNERS LLC | Common Stock | 3651 | $39,153 | 130 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PACIFICA PARTNERS INC | COM | 3652 | $39,745 | 130 | 0.00 | 0.00 | 100 | 333.33 | 03-31-2024 |
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA | COM | Liquidated | $0 | 0 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |
RICHARDSON FINANCIAL SERVICES INC | Common Stock | 3654 | $37,045 | 123 | 0.00 | 123 | +Inf | 03-31-2024 |