Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SYON CAPITAL LLC | Stock | 1251 | $300,902 | 1,518 | 0.00 | 0.00 | 76 | 5.27 | 03-31-2024 |
KEYES STANGE & WOOTEN WEALTH MANAGEMENT LLC | COM | 1252 | $298,246 | 1,505 | 0.00 | 1,505 | +Inf | 03-31-2024 | |
HAVERFORD TRUST CO | COM | 1253 | $298,048 | 1,504 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NEWEDGE WEALTH LLC | COM | 1254 | $296,199 | 1,499 | 0.00 | 0.00 | -468 | -23.79 | 03-31-2024 |