Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRIVATE WEALTH MANAGEMENT GROUP LLC | COM | 1351 | $65,940 | 918 | 0.00 | 918 | +Inf | 03-31-2024 | |
LOOMIS SAYLES & CO L P | COMMON | 1352 | $65,000 | 904 | 0.00 | 0.00 | -134 | -12.91 | 03-31-2024 |
ORION CAPITAL MANAGEMENT LLC | COM | 1353 | $62,636 | 872 | 0.00 | 0.05 | 366 | 72.33 | 03-31-2024 |
KISTLER-TIFFANY COMPANIES LLC | COM | 1354 | $130,452 | 863 | 0.00 | 0.02 | 336 | 63.76 | 03-31-2023 |