Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RICHWOOD INVESTMENT ADVISORS LLC | COM | 3151 | $704,868 | 4,833 | 0.00 | 0.00 | -76 | -1.55 | 09-30-2023 |
STERLING WEALTH MANAGEMENT INC | COM | 3152 | $707,788 | 4,830 | 0.00 | 4,830 | +Inf | 12-31-2023 | |
WEALTHPLAN INVESTMENT MANAGEMENT LLC | COM | 3153 | $704,336 | 4,829 | 0.00 | 0.00 | -1,669 | -25.68 | 09-30-2023 |
PISCATAQUA SAVINGS BANK | EQUITIES | 3154 | $783,336 | 4,828 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |