Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MAIN STREET RESEARCH LLC | COM | 1601 | $210,232 | 2,200 | 0.00 | 2,200 | +Inf | 03-31-2024 | |
JEPPSON WEALTH MANAGEMENT LLC | Stock | 1602 | $209,563 | 2,193 | 0.00 | 2,193 | +Inf | 03-31-2024 | |
TRUST CO OF VERMONT | Com | 1603 | $209,563 | 2,193 | 0.00 | 0.00 | 914 | 71.46 | 03-31-2024 |
CRESCENT GROVE ADVISORS LLC | COMM | 1604 | $208,225 | 2,179 | 0.00 | 2,179 | +Inf | 03-31-2024 |