Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ABICH FINANCIAL WEALTH MANAGEMENT LLC | COM | 1551 | $84,420 | 814 | 0.00 | 814 | +Inf | 12-31-2023 | |
CITIZENS NATIONAL BANK TRUST DEPARTMENT | COM | 1552 | $93,920 | 800 | 0.00 | 0.00 | -350 | -30.43 | 03-31-2024 |
CERTIFIED ADVISORY CORP | Stock | 1553 | $92,174 | 785 | 0.00 | 0.00 | 6 | 0.77 | 03-31-2024 |
EVERSOURCE WEALTH ADVISORS LLC | Stock | 1554 | $81,205 | 783 | 0.00 | 0.00 | 200 | 34.31 | 12-31-2023 |