Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BOUCHEY FINANCIAL GROUP LTD | COM | 3201 | $1,675,375 | 8,364 | 0.00 | 0.00 | -64 | -0.76 | 03-31-2024 |
W ADVISORS LLC | COM | 3202 | $1,674,522 | 8,360 | 0.00 | 0.00 | -14 | -0.17 | 03-31-2024 |
HENDERSHOT INVESTMENTS INC | COM | 3203 | $1,669,125 | 8,333 | 0.00 | 0.00 | -30 | -0.36 | 03-31-2024 |
EAGLE WEALTH STRATEGIES LLC | COM | 3204 | $1,657,022 | 8,329 | 0.00 | 0.00 | -93 | -1.10 | 03-31-2024 |