Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHSPIRE ADVISORS LLC | COM | 1001 | $387,109 | 2,953 | 0.00 | 0.00 | -168 | -5.38 | 03-31-2024 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT INC | COM | 1002 | $387,000 | 2,952 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PANAGORA ASSET MANAGEMENT INC | COM | 1003 | $385,405 | 2,940 | 0.00 | 0.00 | -1,146 | -28.05 | 03-31-2024 |
CAPITAL INVESTMENT ADVISORY SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 2,901 | +Inf | 03-31-2024 |