Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
EDMOND DE ROTHSCHILD HOLDING SA | COM | 901 | $168,421 | 1,084 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
NORWOOD FINANCIAL CORP | COMMON STOCK | 902 | $181,307 | 1,055 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
WIPFLI FINANCIAL ADVISORS LLC | COM | 903 | $92,000 | 1,019 | 0.01 | 1,019 | +Inf | 09-30-2022 | |
ADVISORNET FINANCIAL INC | Stock | 904 | $171,001 | 995 | 0.00 | 0.00 | 11 | 1.12 | 03-31-2024 |