Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NBC SECURITIES INC | Stock | 2051 | $6,111,000 | 39,828 | 0.57 | 0.54 | 1,287 | 3.34 | 03-31-2024 |
MOSELEY INVESTMENT MANAGEMENT INC | CAP STK CL A | 2052 | $6,008,825 | 39,812 | 0.00 | 0.00 | 894 | 2.30 | 03-31-2024 |
SFE INVESTMENT COUNSEL | CAP STK CL A | 2053 | $5,561,059 | 39,810 | 0.00 | 0.00 | -1,040 | -2.55 | 12-31-2023 |
KENNON-GREEN & COMPANY LLC | Stock | 2054 | $5,545,414 | 39,698 | 0.01 | 0.01 | -1,187 | -2.90 | 12-31-2023 |