Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOXTON PLANNING & MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.17 | 0.00 | 607 | 26.95 | 03-31-2024 |
BULL STREET ADVISORS LLC | COM | 2252 | $303,000 | 2,857 | 0.15 | 0.16 | 0 | 0.00 | 03-31-2024 |
TRAVERSO CHAMBERS PRIVATE WEALTH MANAGEMENT LLC | COM | 2253 | $312,139 | 2,855 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WEDGEWOOD INVESTORS INC /PA/ | COM | 2254 | $311,940 | 2,853 | 0.00 | 0.00 | -2,410 | -45.79 | 12-31-2023 |