Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HUNTINGTON NATIONAL BANK | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 292 | +Inf | 12-31-2023 | |
GLASSMAN WEALTH SERVICES | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 91 | 55.15 | 03-31-2024 |
JPMORGAN CHASE & CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -145 | -36.43 | 12-31-2023 |
PISCATAQUA SAVINGS BANK | EQUITIES | 604 | $1,647 | 207 | 0.00 | 207 | +Inf | 03-31-2024 |