Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
LOGAN CAPITAL MANAGEMENT INC | COM | 1851 | $137,691 | 1,156 | 0.00 | 0.00 | -302 | -20.71 | 12-31-2023 |
SALEM INVESTMENT COUNSELORS INC | COM | 1852 | $137,659 | 1,121 | 0.00 | 0.00 | 165 | 17.26 | 03-31-2024 |
BARRETT & COMPANY INC | COM | 1853 | $133,403 | 1,120 | 0.00 | 0.00 | -36 | -3.11 | 12-31-2023 |
SALOMON & LUDWIN LLC | COM | 1854 | $134,589 | 1,096 | 0.00 | 1,096 | +Inf | 03-31-2024 |