Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VIGILARE WEALTH MANAGEMENT | Stock | 2201 | $1,903,725 | 2,598 | 0.00 | 0.00 | -64 | -2.40 | 03-31-2024 |
MITCHELL SINKLER & STARR/PA | COM | 2202 | $1,712,907 | 2,595 | 0.00 | 0.00 | 65 | 2.57 | 12-31-2023 |
USA FINANCIAL FORMULAS | COM | Liquidated | $1,899,710 | 2,593 | 0.00 | 0.00 | 2,593 | +Inf | 03-31-2024 |
KEEBECK WEALTH MANAGEMENT LLC | COM | 2204 | $1,896,779 | 2,589 | 0.00 | 0.00 | 25 | 0.98 | 03-31-2024 |