Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KISTLER-TIFFANY COMPANIES LLC | COM | 1551 | $371,765 | 1,629 | 0.00 | 0.08 | 33 | 2.07 | 03-31-2023 |
BRYN MAWR TRUST CO | COMMON STOCK | 1552 | $359,741 | 1,628 | 0.00 | 0.02 | -155 | -8.69 | 09-30-2023 |
FULCRUM EQUITY MANAGEMENT | COM | 1553 | $458,878 | 1,624 | 0.00 | 0.00 | 135 | 9.07 | 03-31-2024 |
IGNITE PLANNERS LLC | COM | 1554 | $472,966 | 1,622 | 0.00 | 0.00 | 11 | 0.68 | 03-31-2024 |