Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BARRETT & COMPANY INC | COM | 3551 | $20,559 | 195 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
BALDRIGE ASSET MANAGEMENT LLC | COM | 3552 | $18,000 | 191 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2023 |
MCCLARREN FINANCIAL ADVISORS INC | COM | 3553 | $16,000 | 190 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2023 |
LEGEND FINANCIAL ADVISORS INC | COM | 3554 | $23,740 | 189 | 0.00 | 189 | +Inf | 03-31-2024 |