Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WALDRON PRIVATE WEALTH LLC | COM | 1801 | $291,813 | 2,256 | 0.00 | 0.01 | -174 | -7.16 | 03-31-2024 |
LODESTONE WEALTH MANAGEMENT LLC | COM | 1802 | $291,683 | 2,255 | 0.00 | 0.00 | 11 | 0.49 | 03-31-2024 |
HENDERSHOT INVESTMENTS INC | COM | 1803 | $291,555 | 2,254 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KUHN & CO INVESTMENT COUNSEL | COM | 1804 | $291,038 | 2,250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |