Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PASSUMPSIC SAVINGS BANK | Common Stock | 501 | $432,922 | 15,401 | 0.00 | 15,401 | +Inf | 03-31-2024 | |
CAPULA MANAGEMENT LTD | COM | 502 | $428,706 | 15,251 | 0.00 | 15,251 | +Inf | 03-31-2024 | |
GREAT VALLEY ADVISOR GROUP INC | COM | 503 | $406,056 | 15,202 | 0.00 | 0.06 | -29,956 | -66.34 | 06-30-2023 |
INSPIRE INVESTING LLC | COM | 504 | $446,677 | 14,994 | 0.00 | 0.00 | 52 | 0.35 | 12-31-2023 |