Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRYN MAWR TRUST CO | COMMON STOCK | 751 | $255,903 | 1,397 | 0.00 | 0.01 | 0 | 0.00 | 09-30-2023 |
TRUEWEALTH ADVISORS LLC | COM | 752 | $371,012 | 1,387 | 0.00 | 0.00 | -118 | -7.84 | 03-31-2024 |
ZEKE CAPITAL ADVISORS LLC | Stock | 753 | $237,000 | 1,384 | 0.02 | 0.02 | 5 | 0.36 | 09-30-2022 |
MJP ASSOCIATES INC /ADV | COM | 754 | $370,110 | 1,383 | 0.00 | 0.00 | 246 | 21.64 | 03-31-2024 |