Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
RESONANT CAPITAL ADVISORS LLC | COM | 1001 | $3,313,709 | 41,546 | 0.00 | 0.00 | 385 | 0.94 | 03-31-2024 |
ARMSTRONG SHAW ASSOCIATES INC/CT | com | 1002 | $2,898,787 | 41,518 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
LONG RUN WEALTH ADVISORS LLC | COM | 1003 | $3,263,568 | 41,332 | 0.00 | 0.00 | 3,488 | 9.22 | 12-31-2023 |
COMMUNITY BANK NA | COMMON STOCK | 1004 | $3,253,216 | 41,201 | 0.00 | 41,201 | +Inf | 12-31-2023 |