Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PREMIER PATH WEALTH PARTNERS LLC | CL A | 1251 | $2,513,952 | 58,034 | 0.00 | 0.00 | 5,386 | 10.23 | 03-31-2024 |
JANNEY CAPITAL MANAGEMENT LLC | Common Stock | 1252 | $2,485,000 | 57,316 | 0.17 | 0.23 | -11,426 | -16.62 | 03-31-2024 |
SHEPHERD FINANCIAL PARTNERS LLC | CL A | 1253 | $2,539,550 | 57,275 | 0.00 | 0.00 | 3,784 | 7.07 | 09-30-2023 |
NORTH STAR INVESTMENT MANAGEMENT CORP | CL A | 1254 | $2,482,548 | 57,268 | 0.00 | 57,268 | +Inf | 03-31-2024 |