Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ROCKBRIDGE INVESTMENT MANAGEMENT LCC | COM | 3701 | $119,000 | 431 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2021 |
ELLENBECKER INVESTMENT GROUP | COM | Liquidated | $0 | 0 | 0.06 | 431 | +Inf | 12-31-2023 | |
STUART CHAUSSEE & ASSOCIATES INC | Common | 3703 | $123,000 | 430 | 0.06 | 0.04 | 30 | 7.50 | 03-31-2022 |
CHELSEA COUNSEL CO | COM | 3704 | $230,966 | 430 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |