Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MOSELEY INVESTMENT MANAGEMENT INC | COM | 2051 | $720,277 | 11,971 | 0.00 | 0.00 | 7,947 | 197.49 | 03-31-2024 |
VERITY ASSET MANAGEMENT INC | COM | 2052 | $1,886,282 | 11,965 | 0.00 | 0.00 | 44 | 0.37 | 12-31-2023 |
NIXON PEABODY TRUST CO | Com | 2053 | $1,910,044 | 11,943 | 0.00 | 0.00 | -5 | -0.04 | 09-30-2023 |
SA MASON LLC | COM | 2054 | $718,271 | 11,937 | 0.00 | 0.00 | 7,867 | 193.29 | 03-31-2024 |