Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MARINER INVESTMENT GROUP LLC | COM | Liquidated | $0 | 0 | 0.13 | 10,363 | +Inf | 12-31-2023 | |
STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 102 | $111,108 | 9,400 | 0.00 | 0.00 | 400 | 4.44 | 03-31-2024 |
SPIRE WEALTH MANAGEMENT | COM | 103 | $69,891 | 5,913 | 0.00 | 0.00 | 5 | 0.08 | 03-31-2024 |
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA | COM | 104 | $59,000 | 5,000 | 0.02 | 0.03 | 0 | 0.00 | 03-31-2024 |