Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CONESTOGA CAPITAL ADVISORS LLC | COM | 2551 | $246,377 | 1,065 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NORDEN GROUP LLC | COM | 2552 | $265,413 | 1,062 | 0.00 | 0.00 | -15,558 | -93.61 | 06-30-2024 |
BEACON FINANCIAL GROUP | COM | 2553 | $265,341 | 1,062 | 0.00 | 0.00 | 14 | 1.34 | 06-30-2024 |
CORNERSTONE WEALTH GROUP LLC | COM | 2554 | $265,033 | 1,061 | 0.00 | 0.00 | 15 | 1.43 | 06-30-2024 |