Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM | 1801 | $210,000 | 1,537 | 0.03 | 0.03 | -6 | -0.39 | 12-31-2021 |
MOSAIC FAMILY WEALTH LLC | Stock | 1802 | $207,000 | 1,515 | 0.05 | 1,515 | +Inf | 12-31-2021 | |
MEMBERS CAPITAL ADVISORS INC | Common Stock | 1803 | $183,832 | 1,497 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TFC FINANCIAL MANAGEMENT INC | COM | 1804 | $182,074 | 1,483 | 0.00 | 0.00 | 2 | 0.14 | 03-31-2024 |