Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TEAMWORK FINANCIAL ADVISORS LLC | COM | 2451 | $1,185,651 | 7,651 | 0.00 | 0.00 | -577 | -7.01 | 12-31-2023 |
ARCHER INVESTMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 7,649 | +Inf | 03-31-2024 | |
SIMON QUICK ADVISORS LLC | COM | 2453 | $1,389,843 | 7,632 | 0.00 | 0.00 | 1,333 | 21.16 | 03-31-2024 |
NORWOOD FINANCIAL CORP | COMMON STOCK | 2454 | $1,388,508 | 7,625 | 0.00 | 0.00 | 25 | 0.33 | 03-31-2024 |