Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HOESE & CO LLP | COMMON STOCK | 3751 | $155,340 | 4,500 | 0.00 | 0.00 | -2,100 | -31.82 | 03-31-2024 |
BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | Stock | 3752 | $169,427 | 4,468 | 0.00 | 0.00 | 78 | 1.78 | 03-31-2024 |
VOISARD ASSET MANAGEMENT GROUP INC | COM | 3753 | $166,953 | 4,403 | 0.00 | 0.00 | -1,164 | -20.91 | 03-31-2024 |
RETIREMENT GROUP LLC | COM | 3754 | $165,719 | 4,370 | 0.00 | 0.00 | 53 | 1.23 | 03-31-2024 |