Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CERRO PACIFIC WEALTH ADVISORS LLC | COM | 2951 | $211,677 | 925 | 0.00 | 925 | +Inf | 03-31-2023 | |
WEALTHSHIELD PARTNERS LLC | COM | 2952 | $338,892 | 925 | 0.00 | 0.00 | -102 | -9.93 | 03-31-2024 |
CITIZENS & NORTHERN CORP | COM | 2953 | $273,495 | 925 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
JOURNEY STRATEGIC WEALTH LLC | COM | 2954 | $272,665 | 922 | 0.00 | 922 | +Inf | 12-31-2023 |