Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORWOOD FINANCIAL CORP | PARTNERSHIPS | 351 | $19,248 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CWM LLC | SH BEN INT | 352 | $17,000 | 700 | 0.00 | 0.00 | 400 | 133.33 | 03-31-2024 |
NORTHWEST FINANCIAL ADVISORS | SH BEN INT | 353 | $16,789 | 698 | 0.00 | 0.00 | 8 | 1.16 | 03-31-2024 |
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | SH BEN INT | 354 | $14,229 | 650 | 0.00 | 650 | +Inf | 06-30-2024 |