Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISOR PARTNERS LLC | COM | 701 | $1,945,000 | 8,559 | 0.14 | 0.16 | -438 | -4.87 | 06-30-2022 |
MODERA WEALTH MANAGEMENT LLC | COM | 702 | $2,179,934 | 8,553 | 0.00 | 0.00 | -184 | -2.11 | 03-31-2024 |
EMPIRICAL FINANCE LLC | COM | 703 | $2,175,570 | 8,536 | 0.00 | 0.00 | 279 | 3.38 | 03-31-2024 |
CITIZENS & NORTHERN CORP | COM | 704 | $2,172,512 | 8,524 | 0.00 | 0.00 | 452 | 5.60 | 03-31-2024 |