Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KOZAK & ASSOCIATES INC | Stock | 801 | $682,527 | 5,469 | 0.00 | 0.00 | 32 | 0.59 | 03-31-2024 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | Stock | 802 | $710,048 | 5,416 | 0.00 | 0.00 | -748 | -12.13 | 03-31-2024 |
HM PAYSON & CO | COM | 803 | $466,003 | 5,379 | 0.00 | 0.00 | -180 | -3.24 | 09-30-2023 |
AMERICAN MONEY MANAGEMENT LLC | COM | 804 | $704,871 | 5,377 | 0.00 | 0.00 | -70 | -1.29 | 03-31-2024 |