Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PRINCETON PORTFOLIO STRATEGIES GROUP LLC | COM | 3151 | $224,000 | 917 | 0.04 | 0.04 | 0 | 0.00 | 06-30-2021 |
TALISMAN WEALTH ADVISORS LLC | COM | 3152 | $245,647 | 914 | 0.00 | 0.00 | -2 | -0.22 | 09-30-2023 |
FENIMORE ASSET MANAGEMENT INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -650 | -41.56 | 12-31-2023 |
MARATHON CAPITAL MANAGEMENT | COM | 3154 | $259,584 | 913 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |