Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FAMILY LEGACY INC | COM | 2151 | $1,970,475 | 10,821 | 0.00 | 0.00 | -305 | -2.74 | 03-31-2024 |
FORMIDABLE ASSET MANAGEMENT LLC | COM | 2152 | $1,968,790 | 10,812 | 0.00 | 0.00 | 5,290 | 95.80 | 03-31-2024 |
HEADINVEST LLC | Stock | 2153 | $1,674,761 | 10,807 | 0.00 | 0.00 | -1,766 | -14.05 | 12-31-2023 |
3CHOPT INVESTMENT PARTNERS LLC | Common Stock | 2154 | $1,965,770 | 10,795 | 0.00 | 0.00 | 1,494 | 16.06 | 03-31-2024 |