Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CVA FAMILY OFFICE LLC | COM | 1051 | $23,096 | 630 | 0.00 | 630 | +Inf | 12-31-2023 | |
LOGAN CAPITAL MANAGEMENT INC | COM | 1052 | $22,872 | 592 | 0.00 | 0.00 | 2 | 0.34 | 03-31-2024 |
LIVELSBERGER FINANCIAL ADVISORY | COM | 1053 | $21,154 | 577 | 0.00 | 577 | +Inf | 12-31-2023 | |
COREFIRST BANK & TRUST | Com | 1054 | $20,236 | 552 | 0.00 | 0.00 | -1,110 | -66.79 | 12-31-2023 |