Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MITCHELL SINKLER & STARR/PA | COM | 351 | $658,560 | 22,400 | 0.00 | 22,400 | +Inf | 12-31-2023 | |
KLEIN PAVLIS & PEASLEY FINANCIAL INC | COM | 352 | $678,513 | 22,087 | 0.00 | 0.00 | -26,794 | -54.81 | 03-31-2024 |
RUGGAARD & ASSOCIATES LLC | COM | 353 | $676,946 | 22,036 | 0.00 | 0.00 | -1,730 | -7.28 | 03-31-2024 |
CPWM LLC | Equities | 354 | $452,000 | 21,598 | 0.04 | 0.04 | 50 | 0.23 | 09-30-2022 |