Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ARMSTRONG HENRY H ASSOCIATES INC | COM | 1351 | $2,756,483 | 24,252 | 0.00 | 24,252 | +Inf | 03-31-2024 | |
BISON WEALTH LLC | COM | 1352 | $2,663,610 | 24,199 | 0.00 | 0.00 | 928 | 3.99 | 12-31-2023 |
GREAT VALLEY ADVISOR GROUP INC | COM | 1353 | $2,621,560 | 24,043 | 0.00 | 0.18 | -6,368 | -20.94 | 06-30-2023 |
SOWELL FINANCIAL SERVICES LLC | COM | 1354 | $2,645,000 | 24,030 | 0.00 | 0.00 | 1,319 | 5.81 | 12-31-2023 |