Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | COMMON STOCK | 3101 | $688,664 | 940 | 0.00 | 0.00 | 59 | 6.70 | 03-31-2024 |
ALTUS WEALTH GROUP LLC | COM | 3102 | $687,207 | 938 | 0.00 | 0.00 | -159 | -14.49 | 03-31-2024 |
CAPITAL PERFORMANCE ADVISORS LLP | COM | 3103 | $686,773 | 937 | 0.00 | 0.00 | 17 | 1.85 | 03-31-2024 |
SIGNALPOINT ASSET MANAGEMENT LLC | COM | 3104 | $684,686 | 935 | 0.00 | 0.00 | -23 | -2.40 | 03-31-2024 |