Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GUYASUTA INVESTMENT ADVISORS INC | CL A | 1401 | $849,086 | 4,302 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
POWER WEALTH MANAGEMENT LLC | CL A | 1402 | $727,096 | 4,297 | 0.00 | 0.00 | 152 | 3.67 | 03-31-2024 |
ROBERTS CAPITAL ADVISORS LLC | CL A | 1403 | $726,926 | 4,296 | 0.00 | 0.99 | -309 | -6.71 | 03-31-2024 |
NWAM LLC | CL A | 1404 | $844,305 | 4,278 | 0.00 | 4,278 | +Inf | 12-31-2023 |