Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM NEW | 1101 | $1,000 | 50 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2021 |
SRS CAPITAL ADVISORS INC | COM NEW | 1102 | $225 | 50 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
TRUST CO OF VERMONT | Com | 1103 | $138 | 40 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | COM NEW | 1104 | $180 | 40 | 0.00 | 0.00 | -73 | -64.60 | 12-31-2023 |