Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MASSO TORRENCE WEALTH MANAGEMENT INC | COM | 1601 | $816,947 | 1,956 | 0.00 | 0.00 | -349 | -15.14 | 03-31-2024 |
NICHOLAS HOFFMAN & COMPANY LLC | Stock | 1602 | $815,594 | 1,953 | 0.00 | 0.00 | -105 | -5.10 | 03-31-2024 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | COM | 1603 | $751,094 | 1,947 | 0.00 | 0.00 | 427 | 28.09 | 12-31-2023 |
INSIGHT FOLIOS INC | COM | 1604 | $809,888 | 1,939 | 0.00 | 0.00 | 291 | 17.66 | 03-31-2024 |