Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GROVE BANK & TRUST | COM | 1351 | $299,001 | 1,718 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NORWOOD FINANCIAL CORP | COMMON STOCK | 1352 | $339,397 | 1,715 | 0.00 | 0.00 | -60 | -3.38 | 03-31-2024 |
SAX WEALTH ADVISORS LLC | COM | 1353 | $297,260 | 1,708 | 0.00 | 0.00 | 8 | 0.47 | 12-31-2023 |
WEDBUSH SECURITIES INC | COM | 1354 | $297,000 | 1,708 | 0.01 | 0.02 | -346 | -16.85 | 12-31-2023 |