Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AVIOR WEALTH MANAGEMENT LLC | Stock | 751 | $22,194 | 2,928 | 0.00 | 2,928 | +Inf | 03-31-2024 | |
CORDASCO FINANCIAL NETWORK | COM | 752 | $20,000 | 2,800 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |
PARKSIDE FINANCIAL BANK & TRUST | COM | 753 | $20,626 | 2,721 | 0.00 | 0.00 | -1,934 | -41.55 | 03-31-2024 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | COM | 754 | $19,670 | 2,595 | 0.00 | 2,595 | +Inf | 03-31-2024 |