Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARBOR INVESTMENT ADVISORY LLC | Stock | 1051 | $6,895 | 144 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
EVERMAY WEALTH MANAGEMENT LLC | COM | 1052 | $7,847 | 143 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
PFS PARTNERS LLC | COM | 1053 | $6,799 | 142 | 0.00 | 142 | +Inf | 03-31-2024 | |
DT INVESTMENT PARTNERS LLC | COM | 1054 | $6,656 | 139 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |