Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WJ WEALTH MANAGEMENT LLC | CAP STK CL C | 1951 | $3,181,284 | 24,128 | 0.00 | 0.00 | 19,388 | 409.03 | 09-30-2023 |
CEDAR BROOK FINANCIAL PARTNERS LLC | CAP STK CL C | 1952 | $3,670,458 | 24,107 | 0.00 | 0.00 | -528 | -2.14 | 03-31-2024 |
GREENFIELD SAVINGS BANK | CAP STK CL C | 1953 | $3,663,985 | 24,064 | 0.00 | 0.00 | 137 | 0.57 | 03-31-2024 |
PETTEE INVESTORS INC | COM | 1954 | $3,383,729 | 24,010 | 0.00 | 0.00 | -820 | -3.30 | 12-31-2023 |