Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
HAVERFORD TRUST CO | COM | 951 | $1,748,517 | 3,372 | 0.00 | 0.00 | -22 | -0.65 | 03-31-2024 |
GOLDEN STATE EQUITY PARTNERS | COM | 952 | $1,465,188 | 3,365 | 0.00 | 0.00 | 146 | 4.54 | 09-30-2023 |
FORESIGHT GLOBAL INVESTORS INC | COM | 953 | $1,457,786 | 3,348 | 0.00 | 0.00 | -110 | -3.18 | 09-30-2023 |
GREENUP STREET WEALTH MANAGEMENT LLC | Equities | 954 | $1,445,032 | 3,319 | 0.00 | 3,319 | +Inf | 09-30-2023 |