Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LEGACY ADVISORS LLC | COM | 2351 | $4,075,905 | 20,349 | 0.00 | 0.00 | -475 | -2.28 | 03-31-2024 |
KEEBECK WEALTH MANAGEMENT LLC | COM | 2352 | $4,075,504 | 20,347 | 0.00 | 0.00 | 346 | 1.73 | 03-31-2024 |
CRESCENT STERLING LTD | COM | 2353 | $4,074,503 | 20,342 | 0.00 | 0.00 | -486 | -2.33 | 03-31-2024 |
CNB BANK | COM | 2354 | $4,069,495 | 20,317 | 0.00 | 0.00 | -1,004 | -4.71 | 03-31-2024 |