Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | Stock | 2651 | $57,295 | 906 | 0.00 | 0.00 | 39 | 4.50 | 03-31-2024 |
HALL LAURIE J TRUSTEE | COM | 2652 | $57,000 | 900 | 0.02 | 0.01 | 330 | 57.89 | 03-31-2024 |
GHP INVESTMENT ADVISORS INC | COM NEW | 2653 | $42,074 | 897 | 0.00 | 0.00 | 102 | 12.83 | 03-31-2023 |
BOLLARD GROUP LLC | COM | 2654 | $42,000 | 896 | 0.00 | 0.00 | 13 | 1.47 | 03-31-2023 |