Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MENDEL MONEY MANAGEMENT | COM | 901 | $3,954,519 | 8,725 | 0.00 | 8,725 | +Inf | 12-31-2023 | |
VALLEY WEALTH MANAGERS INC | Stock | 902 | $3,965,319 | 8,717 | 0.00 | 0.00 | -363 | -4.00 | 03-31-2024 |
B&D WHITE CAPITAL COMPANY LLC | COM | 903 | $3,961,918 | 8,710 | 0.00 | 8,710 | +Inf | 03-31-2024 | |
METROPOLITAN LIFE INSURANCE CO/NY | COM | 904 | $3,945,542 | 8,674 | 0.00 | 0.00 | -315 | -3.50 | 03-31-2024 |