Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAIA WEALTH LLC | COM | 2651 | $1,128,148 | 2,143 | 0.00 | 2,143 | +Inf | 12-31-2023 | |
MENDEL MONEY MANAGEMENT | COM | 2652 | $1,127,172 | 2,141 | 0.00 | 2,141 | +Inf | 12-31-2023 | |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | COM | 2653 | $1,059,153 | 2,141 | 0.00 | 0.00 | -776 | -26.60 | 03-31-2024 |
626 FINANCIAL LLC | COM | 2654 | $1,056,818 | 2,136 | 0.00 | 0.00 | 1 | 0.05 | 03-31-2024 |