Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DAVIS INVESTMENT PARTNERS LLC | COM | 1701 | $368,691 | 5,284 | 0.00 | 0.00 | 1 | 0.02 | 03-31-2024 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | COMMON STOCK | 1702 | $375,557 | 5,235 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORTHCREST ASSET MANANGEMENT LLC | COM | 1703 | $375,113 | 5,229 | 0.00 | 0.00 | 21 | 0.40 | 03-31-2024 |
BUTTONWOOD FINANCIAL ADVISORS INC | COM | 1704 | $373,978 | 5,213 | 0.00 | 0.00 | -313 | -5.66 | 03-31-2024 |