Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SAGE FINANCIAL GROUP INC | COM | 5051 | $251,190 | 278 | 0.00 | 278 | +Inf | 03-31-2024 | |
CHARTER RESEARCH & INVESTMENT GROUP INC | Common | 5052 | $249,383 | 276 | 0.00 | 276 | +Inf | 03-31-2024 | |
ALLGEN FINANCIAL ADVISORS INC | COM | 5053 | $248,496 | 275 | 0.00 | 275 | +Inf | 03-31-2024 | |
WINDMILL HILL ASSET MANAGEMENT LTD | COM | 5054 | $248,479 | 275 | 0.00 | 0.00 | -412 | -59.97 | 03-31-2024 |