Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DIVERSIFIED TRUST CO | COM | 1001 | $11,039,252 | 14,190 | 0.00 | 0.00 | 1,356 | 10.57 | 03-31-2024 |
MITCHELL SINKLER & STARR/PA | COM | 1002 | $8,254,730 | 14,161 | 0.00 | 0.00 | 5,704 | 67.45 | 12-31-2023 |
CENTRIC WEALTH MANAGEMENT | COM | 1003 | $11,032,590 | 14,124 | 0.00 | 0.00 | 232 | 1.67 | 03-31-2024 |
GRACE CAPITAL | COM | 1004 | $3,900,000 | 14,118 | 2.32 | 2.10 | 200 | 1.44 | 12-31-2021 |