Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HAVERFORD TRUST CO | COM | 1201 | $287,812 | 7,955 | 0.00 | 7,955 | +Inf | 03-31-2024 | |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | COM | 1202 | $286,395 | 7,951 | 0.00 | 0.00 | -361 | -4.34 | 12-31-2023 |
BOGART WEALTH LLC | Stock | 1203 | $285,641 | 7,895 | 0.00 | 0.00 | 560 | 7.63 | 03-31-2024 |
DCM ADVISORS LLC | COM | 1204 | $332,000 | 7,854 | 0.14 | 0.12 | 591 | 8.14 | 06-30-2022 |