Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
TRITON WEALTH MANAGEMENT PLLC | CAP STK CL C | 3351 | $728,203 | 5,613 | 0.00 | 0.00 | -4,167 | -42.61 | 09-30-2023 |
KNOTT DAVID M | Common | 3352 | $14,926,000 | 5,600 | 5.42 | 4.99 | 0 | 0.00 | 09-30-2021 |
CLEAN YIELD GROUP | Stock | 3353 | $787,658 | 5,589 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
DIXON HUBARD FEINOUR & BROWN INC/VA | Stock | 3354 | $12,219,000 | 5,586 | 1.45 | 1.60 | -139 | -2.43 | 06-30-2022 |