Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KARLINSKI ANDREW C | Common Stock | 1951 | $44,000 | 305 | 0.07 | 0.08 | -1 | -0.33 | 09-30-2022 |
YHB INVESTMENT ADVISORS INC | REIT | 1952 | $31,749 | 300 | 0.00 | 300 | +Inf | 03-31-2024 | |
UNION SAVINGS BANK | COMMON STOCK | 1953 | $30,690 | 290 | 0.00 | 0.00 | 40 | 16.00 | 03-31-2024 |
VALLEY NATIONAL ADVISERS INC | COM | 1954 | $30,000 | 286 | 0.00 | 0.01 | -1 | -0.35 | 03-31-2024 |