Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
GIRARD PARTNERS LTD | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -121 | -2.62 | 12-31-2023 |
PINION INVESTMENT ADVISORS LLC | COM | 1552 | $221,503 | 4,503 | 0.00 | 0.00 | -7,854 | -63.56 | 03-31-2024 |
HORIZON KINETICS ASSET MANAGEMENT LLC | COM | Liquidated | $221,404 | 4,501 | 0.00 | 0.00 | 4,501 | +Inf | 03-31-2024 |
CAMDEN NATIONAL BANK | COMMON STOCK | 1554 | $342,000 | 4,499 | 0.07 | 4,499 | +Inf | 03-31-2021 |