Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CNB BANK | COM | 3501 | $307,979 | 3,411 | 0.00 | 0.00 | -133 | -3.75 | 12-31-2023 |
MARATHON CAPITAL MANAGEMENT | COM | 3502 | $304,534 | 3,411 | 0.00 | 0.00 | -20 | -0.58 | 06-30-2023 |
BROADLEAF PARTNERS LLC | COM | 3503 | $306,896 | 3,399 | 0.00 | 0.00 | -66 | -1.90 | 12-31-2023 |
KOOMAN & ASSOCIATES | COM | 3504 | $274,532 | 3,387 | 0.00 | 0.00 | 72 | 2.17 | 09-30-2023 |