Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
MERITAS WEALTH MANAGEMENT LLC | COM | 3151 | $256,501 | 700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NORTHSIDE CAPITAL MANAGEMENT LLC | COM | 3152 | $256,501 | 700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STONE RUN CAPITAL LLC | COM | 3153 | $206,969 | 700 | 0.00 | 700 | +Inf | 12-31-2023 | |
MCLEAN ASSET MANAGEMENT CORP | COM | 3154 | $259,696 | 698 | 0.00 | 0.00 | 3 | 0.43 | 03-31-2024 |