Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TFC FINANCIAL MANAGEMENT INC | COM NEW | 1601 | $982 | 9 | 0.00 | 0.00 | -1 | -10.00 | 06-30-2024 |
CAITLIN JOHN LLC | COM NEW | 1602 | $1,024 | 8 | 0.00 | 8 | +Inf | 12-31-2023 | |
SECURITY NATIONAL TRUST CO | COM NEW | 1603 | $1,000 | 8 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2021 |
FAIRWAY WEALTH LLC | Stock | 1604 | $763 | 7 | 0.00 | 7 | +Inf | 06-30-2024 |