Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALPHA FAMILY TRUST | CMN | 1151 | $445,495 | 620 | 0.00 | 0.00 | -25 | -3.88 | 06-30-2023 |
CONNING INC | COM | 1152 | $595,781 | 619 | 0.00 | 0.00 | 49 | 8.60 | 03-31-2024 |
TOWER BRIDGE ADVISORS | COMMON | 1153 | $593,856 | 617 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PINNACLE WEALTH PLANNING SERVICES INC | Stock | 1154 | $442,620 | 616 | 0.00 | 0.00 | -9 | -1.44 | 06-30-2023 |