Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WESTERN WEALTH MANAGEMENT LLC | COM NEW | 1351 | $773,620 | 7,972 | 0.00 | 0.00 | 82 | 1.04 | 12-31-2023 |
CORDASCO FINANCIAL NETWORK | COM NEW | 1352 | $890,000 | 7,969 | 0.57 | 0.53 | 40 | 0.50 | 03-31-2022 |
MADDEN SECURITIES CORP | COM NEW | 1353 | $771,371 | 7,949 | 0.00 | 0.00 | -20 | -0.25 | 12-31-2023 |
NORTHWEST BANCSHARES INC | COM NEW | 1354 | $768,071 | 7,942 | 0.00 | 0.00 | 877 | 12.41 | 03-31-2024 |