Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WAVERLY ADVISORS LLC | COM | 951 | $641,916 | 631 | 0.00 | 0.00 | 2 | 0.32 | 03-31-2024 |
BOLLARD GROUP LLC | COM | 952 | $433,000 | 629 | 0.02 | 0.01 | 3 | 0.48 | 03-31-2023 |
FIDELIS CAPITAL PARTNERS LLC | COM | 953 | $517,933 | 625 | 0.00 | 0.00 | 128 | 25.75 | 12-31-2023 |
WEDGEWOOD INVESTORS INC /PA/ | COM | 954 | $517,931 | 625 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |