Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GODSHALK WELSH CAPITAL MANAGEMENT INC | COM | 601 | $2,253,062 | 20,140 | 0.00 | 0.00 | -250 | -1.23 | 06-30-2023 |
FDX ADVISORS INC | Common Stock | 602 | $2,308,000 | 20,009 | 0.19 | 0.13 | -982 | -4.68 | 09-30-2023 |
SEQUOIA FINANCIAL ADVISORS LLC | COM | 603 | $2,452,423 | 19,971 | 0.00 | 0.00 | 15,499 | 346.58 | 03-31-2024 |
ACCURATE WEALTH MANAGEMENT LLC | COM | 604 | $2,373,635 | 19,923 | 0.00 | 19,923 | +Inf | 09-30-2023 |