Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SIPPICAN CAPITAL ADVISORS | COM | 5251 | $1,275,125 | 7,436 | 0.00 | 0.00 | -514 | -6.47 | 03-31-2024 |
NORWOOD FINANCIAL CORP | COMMON STOCK | 5252 | $1,271,516 | 7,415 | 0.00 | 0.00 | 370 | 5.25 | 03-31-2024 |
BROWN WEALTH MANAGEMENT LLC | COM | 5253 | $1,424,915 | 7,401 | 0.00 | 0.00 | -708 | -8.73 | 12-31-2023 |
SHELTON WEALTH MANAGEMENT LLC | COM | 5254 | $1,421,539 | 7,383 | 0.00 | 0.00 | -80 | -1.07 | 12-31-2023 |