Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LUKEN INVESTMENT ANALYTICS LLC | COM NEW | 951 | $1,514 | 440 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CORDASCO FINANCIAL NETWORK | COM NEW | 952 | $12,000 | 430 | 0.01 | 0.01 | -70 | -14.00 | 03-31-2022 |
OPEROSE ADVISORS LLC | COMMON | 953 | $1,904 | 423 | 0.00 | 0.00 | 23 | 5.75 | 12-31-2023 |
JAMISON PRIVATE WEALTH MANAGEMENT INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 418 | +Inf | 03-31-2024 |