Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CAIRN INVESTMENT GROUP INC | COM | 1151 | $357,000 | 814 | 0.20 | 0.19 | 0 | 0.00 | 03-31-2024 |
GREAT VALLEY ADVISOR GROUP INC | COM | 1152 | $270,529 | 813 | 0.00 | 813 | +Inf | 06-30-2023 | |
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP LLC | COM | 1153 | $267,700 | 812 | 0.00 | 0.00 | 76 | 10.33 | 09-30-2023 |
LEAVELL INVESTMENT MANAGEMENT INC | COM | 1154 | $356,000 | 812 | 0.02 | 0.02 | 0 | 0.00 | 03-31-2024 |