Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EUDAIMONIA PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 95 | 0.76 | 12-31-2023 |
SOMERSET TRUST CO | Common Stock | 452 | $177,103 | 12,561 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LEGACY WEALTH ASSET MANAGEMENT LLC | COM | 453 | $176,250 | 12,500 | 0.00 | 0.00 | 91 | 0.73 | 03-31-2024 |
FORUM FINANCIAL MANAGEMENT LP | COM | 454 | $176,180 | 12,495 | 0.00 | 0.00 | 18 | 0.14 | 03-31-2024 |