Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HARTFORD FINANCIAL MANAGEMENT INC | SHS | 651 | $1,247,612 | 19,100 | 0.00 | 0.00 | -150 | -0.78 | 03-31-2024 |
LIGHTHOUSE INVESTMENT PARTNERS LLC | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | -500 | -2.56 | 12-31-2023 |
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA | SHS | 653 | $1,238,000 | 18,959 | 0.51 | 0.63 | 900 | 4.98 | 03-31-2024 |
MOSER WEALTH ADVISORS LLC | SHS | 654 | $1,289,618 | 18,926 | 0.00 | 0.94 | -616 | -3.15 | 06-30-2023 |