Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ANCORA ADVISORS LLC | CLSD FD | 151 | $156,881 | 5,900 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
YHB INVESTMENT ADVISORS INC | CEF | 152 | $158,404 | 5,143 | 0.00 | 5,143 | +Inf | 03-31-2024 | |
PNC FINANCIAL SERVICES GROUP INC | COM | 153 | $156,495 | 5,081 | 0.00 | 0.00 | 1,463 | 40.44 | 03-31-2024 |
BARRETT ASSET MANAGEMENT LLC | COM | 154 | $156,000 | 5,064 | 0.01 | 0.01 | -1,000 | -16.49 | 03-31-2022 |