Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATEGIC INVESTMENT SOLUTIONS INC /IL | COMMON STOCK | 3451 | $39,549 | 161 | 0.00 | 0.00 | -12,132 | -98.69 | 12-31-2023 |
TYLER-STONE WEALTH MANAGEMENT | COM | 3452 | $39,054 | 159 | 0.00 | 0.02 | 0 | 0.00 | 12-31-2023 |
NORWOOD FINANCIAL CORP | COMMON STOCK | 3453 | $38,364 | 156 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JANICZEK WEALTH MANAGEMENT LLC | COM | 3454 | $38,120 | 155 | 0.00 | 0.00 | 2 | 1.31 | 03-31-2024 |