Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
JAMISON PRIVATE WEALTH MANAGEMENT INC | COM | 701 | $145,085 | 4,581 | 0.00 | 0.00 | 1,023 | 28.75 | 03-31-2024 |
BARTLETT & CO WEALTH MANAGEMENT LLC | COM | 702 | $139,348 | 4,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
BARTLETT & CO LLC | COM | 703 | $137,000 | 4,400 | 0.00 | 0.00 | -1,400 | -24.14 | 12-31-2023 |
FIRST UNITED BANK & TRUST | COM | 704 | $138,936 | 4,387 | 0.00 | 4,387 | +Inf | 03-31-2024 |