Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEST OAK CAPITAL LLC | COM | 2951 | $267,951 | 4,190 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
CLEAN YIELD GROUP | Stock | 2952 | $214,476 | 4,180 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
WIMMER ASSOCIATES 1 LLC | COM | 2953 | $226,681 | 4,180 | 0.00 | 0.00 | -120 | -2.79 | 03-31-2024 |
STRATEGIC WEALTH MANAGEMENT GROUP LLC | COM | 2954 | $279,000 | 4,173 | 0.10 | 0.14 | -1,467 | -26.01 | 06-30-2021 |