Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTH EFFECTS LLC | COM | 1251 | $985,454 | 4,987 | 0.00 | 0.00 | -200 | -3.86 | 03-31-2024 |
SOMERSET TRUST CO | Common Stock | 1252 | $984,788 | 4,984 | 0.00 | 0.00 | 84 | 1.71 | 03-31-2024 |
COLUMBIA ASSET MANAGEMENT | COM | 1253 | $1,074,000 | 4,975 | 0.22 | 0.18 | 129 | 2.66 | 12-31-2023 |
AVANTAX PLANNING PARTNERS INC | COM | 1254 | $1,072,321 | 4,967 | 0.00 | 0.00 | 232 | 4.90 | 12-31-2023 |