Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLONIAL TRUST ADVISORS | Stock | 1051 | $17,632 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NORWOOD FINANCIAL CORP | COMMON STOCK | 1052 | $20,994 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
AVIOR WEALTH MANAGEMENT LLC | Stock | 1053 | $19,629 | 187 | 0.00 | 187 | +Inf | 03-31-2024 | |
RIVERVIEW TRUST CO | Com | Liquidated | $19,419 | 185 | 0.00 | 0.00 | 185 | +Inf | 03-31-2024 |