Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA | COM | 1201 | $6,000 | 59 | 0.00 | 59 | +Inf | 03-31-2024 | |
TIDEMARK LLC | Common Stock | 1202 | $5,211 | 52 | 0.00 | 52 | +Inf | 03-31-2024 | |
RUEDI WEALTH MANAGEMENT INC | COM | 1203 | $5,211 | 52 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PRESTIGE WEALTH MANAGEMENT GROUP LLC | COM | 1204 | $5,254 | 52 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |