Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PHILADELPHIA TRUST CO | COM | 1851 | $3,947,000 | 25,183 | 0.37 | 0.41 | -175 | -0.69 | 12-31-2023 |
JOHANSON FINANCIAL ADVISORS INC | COM | 1852 | $4,061,000 | 25,143 | 1.40 | 1.44 | -128 | -0.51 | 09-30-2021 |
DELTA FINANCIAL ADVISORS LLC | COM | 1853 | $3,967,655 | 25,082 | 0.00 | 0.00 | 221 | 0.89 | 03-31-2024 |
VALMARK ADVISERS INC | COM | 1854 | $3,924,953 | 25,041 | 0.00 | 0.07 | 1,740 | 7.47 | 12-31-2023 |