Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RESURGENT FINANCIAL ADVISORS LLC | CL B NEW | 2151 | $4,377,193 | 10,409 | 0.00 | 0.00 | 1,460 | 16.31 | 03-31-2024 |
LATHROP INVESTMENT MANAGEMENT CORP | Com | 2152 | $4,377,000 | 10,408 | 0.85 | 0.79 | -383 | -3.55 | 03-31-2024 |
GODSHALK WELSH CAPITAL MANAGEMENT INC | COM | 2153 | $4,372,567 | 10,398 | 0.00 | 0.00 | -1,300 | -11.11 | 03-31-2024 |
KISTLER-TIFFANY COMPANIES LLC | CL B NEW | 2154 | $3,208,738 | 10,392 | 0.00 | 0.59 | 697 | 7.19 | 03-31-2023 |