Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CHARTER RESEARCH & INVESTMENT GROUP INC | Common | 2651 | $503,595 | 17,492 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
RIVERVIEW TRUST CO | Com | 2652 | $484,959 | 17,476 | 0.00 | 0.00 | -3,787 | -17.81 | 03-31-2024 |
RITTER DANIHER FINANCIAL ADVISORY LLC / DE | COM | 2653 | $502,933 | 17,469 | 0.00 | 0.00 | -1,800 | -9.34 | 12-31-2023 |
CLIFTONLARSONALLEN WEALTH ADVISORS LLC | COM | 2654 | $484,293 | 17,452 | 0.00 | 0.00 | -2,393 | -12.06 | 03-31-2024 |