Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RETIREMENT CAPITAL STRATEGIES | SHS | 1351 | $962,317 | 3,996 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FARMERS TRUST CO | Int'l Common Stock | 1352 | $1,247,281 | 3,989 | 0.00 | 0.00 | -53 | -1.31 | 03-31-2024 |
TRUST POINT INC | COMMON STOCK | 1353 | $1,245,093 | 3,982 | 0.00 | 0.00 | 7 | 0.18 | 03-31-2024 |
DEARBORN PARTNERS LLC | COM | 1354 | $1,244,779 | 3,981 | 0.00 | 0.00 | -7 | -0.18 | 03-31-2024 |