Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRYN MAWR TRUST CO | COMMON STOCK | 801 | $2,637,714 | 27,314 | 0.00 | 0.11 | -1,026 | -3.62 | 09-30-2023 |
HOMRICH & BERG | COM | 802 | $2,564,000 | 27,218 | 0.06 | 0.05 | 3,536 | 14.93 | 09-30-2021 |
LINCOLN CAPITAL CORP | COM | 803 | $2,642,381 | 27,149 | 0.00 | 0.00 | -2,434 | -8.23 | 12-31-2023 |
NATIONS FINANCIAL GROUP INC /IA/ /ADV | Stock | 804 | $3,061,900 | 26,996 | 0.00 | 0.00 | 9,735 | 56.40 | 03-31-2024 |