Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIVIDEND ASSETS CAPITAL LLC | Common Stock | 1551 | $20,000 | 520 | 0.00 | 0.00 | -63 | -10.81 | 12-31-2023 |
RIVERVIEW TRUST CO | Com | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
KISTLER-TIFFANY COMPANIES LLC | COM | 1553 | $20,159 | 497 | 0.00 | 0.01 | -116 | -18.92 | 03-31-2023 |
ENDURANCE WEALTH MANAGEMENT INC | Stock | 1554 | $22,000 | 481 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |