Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KISTLER-TIFFANY COMPANIES LLC | COM | 1651 | $808,769 | 2,341 | 0.00 | 0.13 | -58 | -2.42 | 03-31-2023 |
GM ADVISORY GROUP LLC | COM | 1652 | $1,134,917 | 2,331 | 0.00 | 0.00 | -3 | -0.13 | 12-31-2023 |
CRA FINANCIAL SERVICES LLC | COM | 1653 | $1,413,864 | 2,328 | 0.00 | 0.00 | 62 | 2.74 | 03-31-2024 |
PRAIRIEVIEW PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.13 | 0.06 | 0 | 0.00 | 12-31-2023 |