Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ADVISORNET FINANCIAL INC | Stock | 601 | $20,549 | 783 | 0.00 | 0.00 | -11 | -1.39 | 03-31-2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA | COM | 603 | $19,000 | 732 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
PISCATAQUA SAVINGS BANK | EQUITIES | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |