Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BIRCH CAPITAL MANAGEMENT LLC | Stock | 5651 | $122,658 | 680 | 0.00 | 0.00 | -60 | -8.11 | 03-31-2024 |
NTB FINANCIAL CORP | COM | 5652 | $2,210,000 | 678 | 1.58 | 1.24 | 145 | 27.20 | 03-31-2022 |
ROCKY MOUNTAIN ADVISERS LLC | COM | 5653 | $120,494 | 668 | 0.00 | 0.00 | -197 | -22.77 | 03-31-2024 |
INTEGER WEALTH ADVISORS GROUP LLC | COM | 5654 | $2,223,000 | 659 | 1.21 | 659 | +Inf | 03-31-2021 |