Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KISTLER-TIFFANY COMPANIES LLC | COM | 2301 | $101,526 | 8,058 | 0.00 | 0.02 | -1,349 | -14.34 | 03-31-2023 |
AXIOM INVESTMENT MANAGEMENT LLC | COM | 2302 | $88,000 | 7,900 | 0.18 | 1.36 | -34,800 | -81.50 | 09-30-2022 |
ATLAS CAPITAL ADVISORS LLC | Equity | 2303 | $93,960 | 7,708 | 0.00 | 0.00 | -21,398 | -73.52 | 12-31-2023 |
HOBBS GROUP ADVISORS LLC | COM | 2304 | $93,926 | 7,705 | 0.00 | 7,705 | +Inf | 12-31-2023 |