Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FARMERS TRUST CO | Common Stock | 3051 | $216,210 | 372 | 0.00 | 372 | +Inf | 03-31-2024 | |
CFM WEALTH PARTNERS LLC | COM | 3052 | $215,951 | 372 | 0.00 | 372 | +Inf | 03-31-2024 | |
NORTHWEST BANCSHARES INC | COM | 3053 | $216,210 | 372 | 0.00 | 372 | +Inf | 03-31-2024 | |
SONORA INVESTMENT MANAGEMENT LLC | COM | 3054 | $211,000 | 370 | 0.03 | 370 | +Inf | 09-30-2021 |