Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
KIMELMAN & BAIRD LLC | cs | 3401 | $57,138,000 | 16,609 | 5.09 | 16,609 | +Inf | 06-30-2021 | |
CONSTANT GUIDANCE FINANCIAL LLC | COM | 3402 | $3,018,638 | 16,606 | 0.00 | 0.00 | 127 | 0.77 | 03-31-2024 |
BERNARDO WEALTH PLANNING LLC | COM | 3403 | $2,992,685 | 16,591 | 0.00 | 0.00 | -108 | -0.65 | 03-31-2024 |
LWM ADVISORY SERVICES LLC | COM | 3404 | $2,990,521 | 16,579 | 0.00 | 0.00 | -86 | -0.52 | 03-31-2024 |