Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCETON CAPITAL MANAGEMENT LLC | COM | 2101 | $1,871,528 | 17,167 | 0.00 | 0.00 | -6,607 | -27.79 | 12-31-2023 |
BEACON FINANCIAL GROUP | COM | 2102 | $2,261,711 | 17,141 | 0.00 | 0.00 | -445 | -2.53 | 03-31-2024 |
FOUNDERS FINANCIAL ALLIANCE LLC | COM | 2103 | $1,867,973 | 17,134 | 0.00 | 0.00 | -351 | -2.01 | 12-31-2023 |
EVERMAY WEALTH MANAGEMENT LLC | COM | 2104 | $1,985,592 | 17,117 | 0.00 | 0.00 | -440 | -2.51 | 06-30-2023 |