Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST BANK & TRUST CO | HEALTHCARE | 4301 | $121,806 | 786 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
LEVEL FINANCIAL ADVISORS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GLASS JACOBSON INVESTMENT ADVISORS LLC | COM | 4303 | $138,573 | 761 | 0.00 | 0.00 | -5,047 | -86.90 | 03-31-2024 |
RITTER DANIHER FINANCIAL ADVISORY LLC / DE | COM | 4304 | $138,032 | 758 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |