Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SCHNIEDERS CAPITAL MANAGEMENT LLC | COM | 1101 | $412,550 | 2,594 | 0.00 | 0.09 | 44 | 1.73 | 06-30-2023 |
INLET PRIVATE WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
SCHULHOFF & CO INC | COM | 1103 | $393,186 | 2,568 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
JAMISON PRIVATE WEALTH MANAGEMENT INC | COM | 1104 | $391,271 | 2,555 | 0.00 | 0.00 | -50 | -1.92 | 03-31-2024 |