Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | CL A | 2851 | $608,829 | 1,548 | 0.00 | 0.00 | 246 | 18.89 | 06-30-2023 |
STEEL PEAK WEALTH MANAGEMENT LLC | CL A | 2852 | $537,997 | 1,547 | 0.00 | 0.05 | -741 | -32.39 | 12-31-2022 |
TRIANGLE SECURITIES WEALTH MANAGEMENT | CL A | 2853 | $744,989 | 1,547 | 0.00 | 0.00 | 222 | 16.75 | 03-31-2024 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | CL A | 2854 | $659,810 | 1,547 | 0.00 | 0.00 | -162 | -9.48 | 12-31-2023 |