Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AIA GROUP LTD | COM NEW | 501 | $359,353 | 7,267 | 0.00 | 0.00 | -1,302 | -15.19 | 03-31-2024 |
BAKER TILLY WEALTH MANAGEMENT LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,002 | -12.14 | 12-31-2023 |
GIRARD PARTNERS LTD | Stock | 503 | $355,232 | 7,183 | 0.00 | 0.00 | -33,609 | -82.39 | 03-31-2024 |
SARGENT BICKHAM LAGUDIS LLC | COM NEW | 504 | $366,190 | 7,183 | 0.00 | 0.03 | -2,159 | -23.11 | 12-31-2022 |