Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
QUAKER WEALTH MANAGEMENT LLC | COM | 2151 | $424,952 | 2,439 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
MENDEL MONEY MANAGEMENT | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -81 | -3.23 | 12-31-2023 |
MENDEL MONEY MANAGEMENT | COM | 2153 | $412,513 | 2,420 | 0.00 | 2,420 | +Inf | 12-31-2023 | |
HARTFORD FUNDS MANAGEMENT CO LLC | COM | 2154 | $411,455 | 2,414 | 0.00 | 0.00 | 766 | 46.48 | 12-31-2023 |