Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JAMISON PRIVATE WEALTH MANAGEMENT INC | COM | 1151 | $28,776 | 207 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OAKWORTH CAPITAL INC | FOREIGN STOCK | 1152 | $20,748 | 200 | 0.00 | 200 | +Inf | 06-30-2023 | |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | Liquidated | $27,802 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BKM WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 03-31-2024 |