Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
STRATEGIC BLUEPRINT LLC | Stock | 2001 | $23,776,865 | 56,515 | 0.00 | 0.00 | -446 | -0.78 | 03-31-2024 |
HENDERSHOT INVESTMENTS INC | COM | 2002 | $23,673,739 | 56,270 | 0.00 | 0.00 | 881 | 1.59 | 03-31-2024 |
TWO POINT CAPITAL MANAGEMENT INC | COM | 2003 | $21,106,749 | 56,129 | 0.01 | 0.01 | 201 | 0.36 | 12-31-2023 |
ALTAVISTA WEALTH MANAGEMENT INC | COM | 2004 | $15,822,000 | 56,123 | 3.52 | 3.55 | -3,892 | -6.49 | 09-30-2021 |