Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MECHANICS FINANCIAL CORP | COM | 2251 | $1,784,580 | 9,800 | 0.00 | 0.00 | -5,221 | -34.76 | 03-31-2024 |
MATTERN WEALTH MANAGEMENT LLC | COM | 2252 | $1,517,435 | 9,792 | 0.00 | 0.00 | -99 | -1.00 | 12-31-2023 |
NADLER FINANCIAL GROUP INC | COM | 2253 | $1,780,904 | 9,780 | 0.00 | 0.00 | -36 | -0.37 | 03-31-2024 |
BRIDGECREEK INVESTMENT MANAGEMENT LLC | COM | 2254 | $1,507,548 | 9,728 | 0.00 | 0.00 | -1,750 | -15.25 | 12-31-2023 |