Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
ALLSQUARE WEALTH MANAGEMENT LLC | Stock | 4451 | $119,363 | 1,322 | 0.00 | 0.00 | -4 | -0.30 | 12-31-2023 |
FAIRPOINTE CAPITAL LLC | COM | 4452 | $239,000 | 1,296 | 0.36 | 1,296 | +Inf | 03-31-2021 | |
MORTON BROWN FAMILY WEALTH LLC | Stock | 4453 | $157,722 | 1,289 | 0.00 | 0.00 | -1 | -0.08 | 03-31-2024 |
FOUNDERS CAPITAL MANAGEMENT | COM | 4454 | $157,600 | 1,288 | 0.00 | 0.00 | -78 | -5.71 | 03-31-2024 |