Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CULLEN CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
EVERMAY WEALTH MANAGEMENT LLC | COM | 2002 | $205,138 | 2,675 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
FRONT ROW ADVISORS LLC | Stock | 2003 | $186,610 | 2,667 | 0.00 | 0.00 | 2,447 | 1112.27 | 03-31-2024 |
ADIRONDACK TRUST CO | CONSUMER STAPLES | 2004 | $183,390 | 2,621 | 0.00 | 0.00 | 67 | 2.62 | 03-31-2024 |