Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST BANK & TRUST CO | INDUSTRIALS | 3501 | $5,903 | 54 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FORTIS ADVISORS LLC | Stock | 3502 | $5,304 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CORDASCO FINANCIAL NETWORK | COM | 3503 | $7,000 | 50 | 0.00 | 0.01 | 0 | 0.00 | 03-31-2022 |
IMA WEALTH INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |