Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COZAD ASSET MANAGEMENT INC | COM | 751 | $16,076,233 | 14,402 | 0.00 | 0.00 | -734 | -4.85 | 12-31-2023 |
MARYLAND CAPITAL MANAGEMENT | COM | 752 | $6,374,000 | 14,355 | 0.53 | 0.55 | 13 | 0.09 | 09-30-2022 |
TOWER BRIDGE ADVISORS | COMMON | 753 | $18,781,060 | 14,170 | 0.00 | 0.00 | 1,228 | 9.49 | 03-31-2024 |
COMPASS WEALTH MANAGEMENT LLC | COM | 754 | $18,765,450 | 14,158 | 0.00 | 0.00 | -658 | -4.44 | 03-31-2024 |