Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FDX ADVISORS INC | Common Stock | 3701 | $862,000 | 4,701 | 0.24 | 1.00 | -86,382 | -94.84 | 06-30-2024 |
COMPTON CAPITAL MANAGEMENT INC /RI | CAP STK CL C | 3702 | $568,559 | 4,700 | 0.01 | 0.01 | -20,580 | -81.41 | 06-30-2023 |
BANK OF STOCKTON | Equities | 3703 | $568,438 | 4,699 | 0.00 | 0.18 | -191 | -3.91 | 06-30-2023 |
RKL WEALTH MANAGEMENT LLC | CAP STK CL C | 3704 | $715,013 | 4,696 | 0.00 | 0.00 | -171 | -3.51 | 03-31-2024 |