Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRUE WEALTH DESIGN LLC | COM | 2251 | $25,913 | 100 | 0.00 | 100 | +Inf | 03-31-2024 | |
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA | COM | 2252 | $26,000 | 100 | 0.01 | 0.15 | -1,000 | -90.91 | 03-31-2024 |
TORTOISE INVESTMENT MANAGEMENT LLC | COM | 2253 | $25,913 | 100 | 0.00 | 0.00 | -5 | -4.76 | 03-31-2024 |
HOLLOWAY WEALTH MANAGEMENT LLC | COM | 2254 | $21,000 | 100 | 0.01 | 100 | +Inf | 03-31-2022 |