Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BRANDYWINE TRUST CO | CL A | 1551 | $1,633,486 | 36,840 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
FLAGSHIP HARBOR ADVISORS LLC | CL A | 1552 | $1,596,830 | 36,836 | 0.00 | 0.00 | -517 | -1.38 | 03-31-2024 |
BOLLARD GROUP LLC | COM | 1553 | $1,393,000 | 36,742 | 0.05 | 0.09 | -34,735 | -48.60 | 03-31-2023 |
MCKINLEY CARTER WEALTH SERVICES INC | CL A | 1554 | $1,592,105 | 36,727 | 0.00 | 0.00 | -1,001 | -2.65 | 03-31-2024 |