Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ESSEX SAVINGS BANK | COMMON STOCK | 2851 | $10,183,237 | 27,081 | 0.00 | 0.00 | 2,957 | 12.26 | 12-31-2023 |
MENDEL MONEY MANAGEMENT | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 430 | 1.62 | 12-31-2023 |
UNIFIED TRUST COMPANY NA | Equities | 2853 | $7,622,000 | 27,035 | 2.25 | 2.16 | 191 | 0.71 | 09-30-2021 |
FOUNDERS CAPITAL MANAGEMENT | COM | 2854 | $11,370,374 | 27,026 | 0.01 | 0.01 | -250 | -0.92 | 03-31-2024 |