Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VERUM PARTNERS LLC | COM | 3701 | $352,694 | 2,236 | 0.00 | 0.00 | 65 | 2.99 | 03-31-2024 |
WILKINS INVESTMENT COUNSEL INC | Stock | 3702 | $333,373 | 2,235 | 0.00 | 2,235 | +Inf | 12-31-2023 | |
GREY FOX WEALTH ADVISORS LLC | Common Stock | 3703 | $352,024 | 2,232 | 0.00 | 0.00 | -189 | -7.81 | 03-31-2024 |
PALISADES HUDSON ASSET MANAGEMENT LP | COM | 3704 | $333,000 | 2,231 | 0.16 | 0.21 | -3 | -0.13 | 12-31-2023 |