Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RIVER GLOBAL INVESTORS LLP | COM | 1301 | $4,474,350 | 30,000 | 0.00 | 30,000 | +Inf | 12-31-2023 | |
DOWLING & YAHNKE LLC | COM | 1302 | $4,333,000 | 29,927 | 0.20 | 29,927 | +Inf | 06-30-2022 | |
MISSION WEALTH MANAGEMENT LP | COM | 1303 | $4,454,732 | 29,865 | 0.00 | 0.00 | 1,929 | 6.91 | 12-31-2023 |
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA | COM | 1304 | $4,702,000 | 29,809 | 1.93 | 3.32 | -276 | -0.92 | 03-31-2024 |