Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA | SPONSORED ADR | 1001 | $27,000 | 556 | 0.01 | 0.01 | 210 | 60.69 | 03-31-2024 |
ALLSQUARE WEALTH MANAGEMENT LLC | ADR | 1002 | $26,438 | 544 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | ADR | Liquidated | $26,244 | 540 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO LLC | ADR | 1004 | $27,000 | 540 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |