Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | Stock | 3001 | $258,964 | 1,053 | 0.00 | 0.00 | 3 | 0.29 | 03-31-2024 |
SPEARS ABACUS ADVISORS LLC | COM | 3002 | $214,219 | 1,052 | 0.00 | 0.00 | -625 | -37.27 | 09-30-2023 |
INVESCO LLC | COM | 3003 | $258,147 | 1,051 | 0.00 | 0.00 | 5 | 0.48 | 12-31-2023 |
RIVERVIEW TRUST CO | Com | 3004 | $257,981 | 1,049 | 0.00 | 0.00 | 128 | 13.90 | 03-31-2024 |