Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FINANCIAL COUNCIL ASSET MANAGEMENT INC | COM | 3401 | $454,271 | 4,167 | 0.00 | 0.00 | -62 | -1.47 | 12-31-2023 |
COASTWISE CAPITAL GROUP LLC | COM | 3402 | $428,933 | 4,166 | 0.00 | 0.00 | 351 | 9.20 | 09-30-2023 |
FIRESTONE CAPITAL MANAGEMENT | COM | 3403 | $549,704 | 4,166 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORWOOD FINANCIAL CORP | COMMON STOCK | 3404 | $548,776 | 4,159 | 0.00 | 0.00 | 200 | 5.05 | 03-31-2024 |