Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WILKINS INVESTMENT COUNSEL INC | Stock | 4951 | $1,889,601 | 5,025 | 0.00 | 5,025 | +Inf | 12-31-2023 | |
HOLISTIC FINANCIAL PARTNERS | COM | 4952 | $1,886,593 | 5,017 | 0.00 | 0.00 | 172 | 3.55 | 12-31-2023 |
BROUWER & JANACHOWSKI LLC | COM | 4953 | $1,415,000 | 5,017 | 0.25 | 0.22 | 302 | 6.41 | 09-30-2021 |
WMG FINANCIAL ADVISORS LLC | COM | 4954 | $1,884,238 | 5,012 | 0.00 | 0.00 | 844 | 20.25 | 12-31-2023 |