Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORWOOD FINANCIAL CORP | COMMON STOCK | 901 | $42,446 | 574 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HARBOR INVESTMENT ADVISORY LLC | Stock | 902 | $41,270 | 558 | 0.00 | 0.00 | -4,338 | -88.60 | 03-31-2024 |
TYLER-STONE WEALTH MANAGEMENT | COM | 903 | $41,270 | 558 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ASSET DEDICATION LLC | Equities | 904 | $41,000 | 550 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |