Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WETZEL INVESTMENT ADVISORS INC | ALLY | 1001 | $7,936 | 205 | 0.00 | 205 | +Inf | 03-31-2024 | |
CORDASCO FINANCIAL NETWORK | COM | 1002 | $9,000 | 201 | 0.01 | 0.01 | 2 | 1.01 | 03-31-2022 |
CLEAN YIELD GROUP | Stock | 1003 | $6,984 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NORTH STAR INVESTMENT MANAGEMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |