Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 601 | $9,216 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA | COM | 602 | $9,000 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
CIBC PRIVATE WEALTH GROUP LLC | COM | 603 | $9,242 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
LGT FINANCIAL ADVISORS LLC | COM | 604 | $8,755 | 95 | 0.00 | 0.00 | 52 | 120.93 | 03-31-2024 |