Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
CANANDAIGUA NATIONAL BANK & TRUST CO | Com | 1001 | $1,322,330 | 4,928 | 0.00 | 0.00 | -201 | -3.92 | 03-31-2024 |
SHELL ASSET MANAGEMENT CO | COM | 1002 | $1,321,000 | 4,922 | 0.06 | 0.11 | -6,144 | -55.52 | 03-31-2024 |
ARJUNA CAPITAL | COM | 1003 | $1,289,007 | 4,921 | 0.00 | 0.00 | -6,137 | -55.50 | 12-31-2023 |
CENTER FOR FINANCIAL PLANNING INC | COM | 1004 | $1,310,793 | 4,885 | 0.00 | 0.00 | -143 | -2.84 | 03-31-2024 |