Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST OAK CAPITAL LLC | COM | 2001 | $30,312 | 360 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
WETZEL INVESTMENT ADVISORS INC | AEP | 2002 | $29,722 | 360 | 0.00 | 0.02 | -30 | -7.69 | 03-31-2024 |
LEVEL FINANCIAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -29 | -7.53 | 03-31-2024 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | Amer Elec Pwr | 2004 | $30,000 | 356 | 0.01 | 0.02 | -179 | -33.46 | 03-31-2024 |