Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROCKY MOUNTAIN ADVISERS LLC | COM | 1351 | $4,861 | 164 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
COLONIAL TRUST CO / SC | Stock | 1352 | $4,571 | 160 | 0.00 | 0.00 | -1 | -0.62 | 12-31-2023 |
GUARDIAN WEALTH MANAGEMENT INC | Stock | 1353 | $4,505 | 157 | 0.00 | 157 | +Inf | 12-31-2023 | |
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA | COM | 1354 | $4,000 | 150 | 0.00 | 150 | +Inf | 03-31-2024 |