Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | COM | 3551 | $470,798 | 3,568 | 0.00 | 0.00 | -719 | -16.77 | 03-31-2024 |
SMALLWOOD WEALTH INVESTMENT MANAGEMENT LLC | COM | 3552 | $387,673 | 3,556 | 0.00 | 0.00 | -14,254 | -80.03 | 12-31-2023 |
KEATING INVESTMENT COUNSELORS INC | COM | 3553 | $468,818 | 3,553 | 0.00 | 0.00 | -1,642 | -31.61 | 03-31-2024 |
REYNOLDS INVESTMENT MANAGEMENT INC | COM | 3554 | $324,000 | 3,552 | 0.12 | 0.11 | -1,095 | -23.56 | 06-30-2022 |