Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TOWER BRIDGE ADVISORS | COMMON | Liquidated | $0 | 0 | 0.00 | 290 | +Inf | 03-31-2024 | |
CHICAGO TRUST CO NA | COM | 1252 | $239,345 | 290 | 0.00 | 0.00 | 35 | 13.73 | 03-31-2024 |
MERIDIAN WEALTH ADVISORS LLC | COM | 1253 | $232,758 | 289 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ONEDIGITAL INVESTMENT ADVISORS LLC | COM | 1254 | $231,147 | 287 | 0.00 | 287 | +Inf | 12-31-2023 |