Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALERA INVESTMENT ADVISORS LLC | Stock | 2951 | $1,180,853 | 8,379 | 0.00 | 0.00 | 86 | 1.04 | 12-31-2023 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | CAP STK CL C | 2952 | $1,177,047 | 8,352 | 0.00 | 0.00 | -488 | -5.52 | 12-31-2023 |
PLANCORP LLC | CAP STK CL C | 2953 | $1,174,229 | 8,332 | 0.00 | 0.00 | 612 | 7.93 | 12-31-2023 |
CANAL CAPITAL MANAGEMENT LLC | CAP STK CL C | 2954 | $1,268,478 | 8,331 | 0.00 | 0.00 | 154 | 1.88 | 03-31-2024 |