Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
PULLEN INVESTMENT MANAGEMENT LLC | CL B NEW | 2251 | $3,941,954 | 9,374 | 0.00 | 9,374 | +Inf | 03-31-2024 | |
SYSTM WEALTH SOLUTIONS LLC | CL B NEW | 2252 | $3,939,011 | 9,367 | 0.00 | 0.00 | -474 | -4.82 | 03-31-2024 |
ADIRONDACK TRUST CO | FINANCIALS | 2253 | $3,937,601 | 9,364 | 0.00 | 0.00 | -82 | -0.87 | 03-31-2024 |
MODUS ADVISORS LLC | Stock | 2254 | $3,936,908 | 9,362 | 0.00 | 0.00 | 932 | 11.06 | 03-31-2024 |