Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SUREVEST LLC | COM | 2201 | $13,000 | 250 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
KISTLER-TIFFANY COMPANIES LLC | COM | 2202 | $15,085 | 250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
VALUED WEALTH ADVISORS LLC | COM | 2203 | $29,260 | 248 | 0.00 | 248 | +Inf | 03-31-2024 | |
SACHETTA LLC | COM | 2204 | $21,085 | 247 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |