Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SCHWARTZ INVESTMENT COUNSEL INC | COM | 5451 | $1,409,412 | 3,350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
LANDMARK WEALTH MANAGEMENT LLC | COM | 5452 | $1,404,000 | 3,338 | 0.65 | 0.64 | -108 | -3.13 | 03-31-2024 |
FORTIS GROUP ADVISORS LLC | COM | 5453 | $961,623 | 3,335 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
GALLACHER CAPITAL MANAGEMENT LLC | COM | 5454 | $1,400,120 | 3,328 | 0.00 | 0.00 | 238 | 7.70 | 03-31-2024 |