Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOLLINDA CAPITAL MANAGEMENT LLC | COM | 5901 | $578,490 | 1,375 | 0.00 | 0.00 | -1,932 | -58.42 | 03-31-2024 |
NEW ENGLAND GUILD WEALTH ADVISORS INC | EQUITY | 5902 | $328,000 | 1,369 | 0.17 | 0.19 | 31 | 2.32 | 12-31-2022 |
FENIMORE ASSET MANAGEMENT INC | COM | 5903 | $513,907 | 1,367 | 0.00 | 0.00 | -836 | -37.95 | 12-31-2023 |
BLACK SWIFT GROUP LLC | COM | 5904 | $323,997 | 1,351 | 0.00 | 1,351 | +Inf | 12-31-2022 |